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.

• Document Type can be changed for any document after its creation:
  
  • Submitting a ticket to support at support@corlytics.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).
    • Which Document Type to change it to.