Copy document
The "Copy Document" feature empowers users
to create an identical duplicate of an existing document, providing a
foundation for making necessary adjustments.
Accessing the Copy Feature: Initiate the process by selecting "Copy" from the documents menu located at the top right of the interface.
Entity and Document Selection: Choose the relevant entity for which the document duplication is intended. Select the document you wish to copy. It's important to note that only documents with a closed status, denoted by a red-colored folder icon, are eligible for duplication.
Customization Screen: After selecting the document, a small screen will appear on the right side. Customize details for the new document, including document type, Taxonomy, Document End period, Currency, Seperator, and add any necessary comments.
Completing the Process: Once customization is done, click on the "Continue" button to finalize the copying process.
Viewing the Copied Document: After completion, you will be able to view the copied document within the interface.
These instructions aim to guide you through the process of duplicating documents effectively within our platform. Should you encounter any issues or require further assistance, please do not hesitate to reach out to our support team for prompt assistance.
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