For any documents that are copied from another document, you can keep the document in sync with the original document using the Create Draft from Original Document action. This makes it easy to manage and track document templates such as an Informed Consent Form (blank) or Financial Disclosure Form and their subsequent copies.

To create a new draft of a document based on its original document, select Create Draft from Original Document from the document’s All Actions menu.

To view the original document that a copied document is based on, expand the Relationships panel on the Doc Info page of the document.