Related Questions:
Clone a Document
Clone/Copy a Document and include it in another Booking
Reuse my Document
Move a Document from one Booking to another
Repeat my Document
How can I clone multiple Documents
How can i duplicate a document?
Procedure:
Documents can be cloned within the same Booking Only. If you would like to clone a Document across different Bookings, we recommend using Document Templates.
Clone a Document
There are few ways you can do this:
From within the Document you wish to clone:
Click the Actions drop-down
Click Clone
You will be redirected to the newly Cloned Document.
From within the Booking Summary
Click on the Documents sub-tab
Click the Actions drop-down next to the Document you want to Clone
Click Clone
You will be redirected to the newly Cloned Document.
From the Document List
Locate the Document you wish to Clone
Click the Actions drop-down next to the Document you want to Clone
Click Clone
You will be redirected to the newly Cloned Document.
Save an Existing Document into a Document Temple
If you have customized a Document and would like to utilize it on other Bookings, you can save it as a Document Template!
Open the Document you wish to copy
Select the Actions dropdown at the top-right
Click Save as Template
Click OK in the pop-up to confirm
You will be redirected to your Template screen to make any further edits on your new template! 🤓