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:
-
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.
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On the project window, click the Document Issues tab.
-
Click
for the document issue that you want to clone.
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In the Issue Documents wizard, click
Next to proceed through the wizard to modify any information, as required.
-
Click
Finish.
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On the confirmation prompt, do one of the following:
- Click
Yes to issue the documents to the selected recipients. You must review the information in the next step, and then click
Process to issue the documents.
- Click
No to save the document issue without issuing the documents. You can edit and process a saved document issue at any time. For information, see Process a Saved Document Issue.