Duplicate a File
To duplicate a file, perform the following steps:
- Using the search function at the top of the file list, find the file you wish to copy.
- Hover over your file to see the ellipsis on the right side of the screen. Click the ellipsis and select Duplicate.
- On the pop-up window, select the information you wish to copy to your new file.
- Select how you would like the Buyer and Seller to be added to the file.
- After you are happy with what is being copied click Copy to New File.
- The popup will close after clicking Copy to New File and the page will load the new file creation page.
- Once the file creation screen loads, fill in the relevant fields and press the Create File button to finish creating the file.
Note: You are unable to copy both the Purchaser and Vendor as Purchasers (or Vendors).Still can't find what you're looking for?
Related Categories
Billing, Accounting Integrations, Admin Functions & Reports
File Creation, Document Creation, and other general topics
Province-specific information for AB clients
Province-specific information for BC clients
Province-specific information for MB clients
Province-specific information for ON clients
Province-specific information for NS clients
Province-specific information for SK clients
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