Documents

Store and manage all of your documents

Copy a Document

You can reuse documents in SiteVault by using the Make a Copy action. This can be useful if you need to make a copy of an approved template to check out and complete and reupload to SiteVault.

  1. Navigate to and open the document, then select Make a Copy from the document’s All Actions menu.
  2. Select whether to copy the document’s content or fields or both, then select Continue. Note that although you can enter a name for the document in the dialog box, SiteVault automatically names the document based on the document type.
  3. Optionally, update the document fields in the General section as needed.
  4. Select Save. The document is copied as a new 0.1 version of the original document.
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