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      Create a Document Copy

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      A document can be cloned as either a document or template.

      Alternatively, its latest released version can be cloned as the baseline version instead of the current draft version.

      Pre-conditions

      • System Level Permission: 'Create Documents', 'System Administration'
      • Document Level Permission: 'Owner', 'Editor', 'Reviewer'

      Steps

      Clone Document

      1. Find the document on the dashboard.
      2. Click on the three dot icon on the far right.
      3. Select Clone document.
      4. (Optional): Edit the document title.
      5. (Optional): Edit the document version.
      6. (Optional): Select document language (English (UK) is set by default).
      7. Click Create.

      Clone As Template

      1. Find the document on the dashboard.
      2. Click on the three dot icon on the far right.
      3. Select Clone as Template.
      4. (Optional): Edit the template title.
      5. (Optional): Edit the template version.
      6. (Optional): Select template language (English (UK) is set by default).
      7. Click Create.

      Notes

      • The Document Type is retained and can't be changed after the clone is created.
        • The ability to select a Document Type for documents and templates is a feature that must be enabled for the instance, to request this to be enabled please contact Clausematch Support at support@clausematch.com.
          • For any document, template, snippet, and modification that existed before the enabling of this feature, their Document Type will be Policy.
      • Document Type can be changed for any document or template after their creation:
        • Document - There are 2 ways to change a document's Document Type: 
          • Change it through attaching a template that has the desired Document Type.
            • If already attached to a template with an incorrect Document Type, de-attach from it first.
          • Submitting a ticket to support at support@clausematch.com with the following information:
            • Document ID (found in the browser URL when inside the document or in an MI report if it contains the Document ID column).
            • Document Type to change to:
              • Control
              • Obligation
              • Policy
              • Procedure
              • Regulation
              • Other
        • Template - There is 1 way to change a template's Document Type:
          • After it is changed, documents it was already attached to would not receive the change.
          • Submitting a ticket to support at support@clausematch.com with the following information:
            • Template ID (found in the browser URL when inside the template).
            • Document Type to change to:
              • Control
              • Obligation
              • Policy
              • Procedure
              • Regulation
              • Other