Clone a Document Issue

To save time when you want to issue documents to people, you can clone an existing document issue. When you clone a document issue, all details are copied. You can modify any of the details before you issue the documents.

To clone a document issue:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the Personal Zone.
  2. On the project window, click the Document Issues tab.
  3. Click for the document issue that you want to clone.
  4. In the Issue Documents wizard, click Next to proceed through the wizard to modify any information, as required.
  5. Click Finish.