Copy a Document to the same or another Workspace

Short summary

Use "Copy" to duplicate a Document in the current Workspace or another Workspace you can access. You can also choose whether to archive the original after the copy is created.

When to use this feature

Use this feature when you want to:

• Reuse an existing Document instead of starting from scratch
• Move work into another Workspace
• Create a new version while keeping selected content from the original
• Archive the original Document after creating a replacement

Step-by-step instructions

1. In the Business Portal, open the source Document and select "Copy".

▶ Watch video: Copy a document

1. In the "Copy proposal" dialog, update the title if needed. The title is prefilled and must stay within the 100-character limit.

!Screenshot: Copy proposal dialog

1. Under "Destination workspace", choose:

• "This workspace" to copy the Document into the current Workspace
• "Another workspace" to copy it into a different Workspace

1. If you select "Another workspace", choose the destination Workspace. If that Workspace supports multiple document types, choose the destination document type too.

1. In "Include in copy", review the available items and keep the ones you want to copy.

1. If available, select "Archive this proposal after copying" to archive the original after the copy is created.

1. Select "Make a copy". You are redirected to the new Workspace and the new copied Document opens. A success message appears:

• "{Doc type} copied successfully!"
• "{Doc type} copied successfully to {name} workspace!"

Notes & limitations

• You must have read access to the source Document.
• You can copy a Document to the same Workspace or another Workspace you can access.
• The available items in "Include in copy" depend on the source and destination document types.
• The archive option is shown only if the source Document is not already archived.
• The title must be between 1 and 100 characters.
• If the destination Workspace supports multiple document types, you must choose a document type before you can continue.

Troubleshooting

Why is "Make a copy" disabled?

Check these requirements:

• The title is not empty
• The title is 100 characters or fewer
• If "Another workspace" is selected, a destination Workspace is selected
• If required, a destination document type is selected

Why can’t I see the archive option?

The archive option is only available when the source Document is not already archived.

Why do I see different copy options for different Documents?

The available options in "Include in copy" change based on the source and destination document types.