Copy a Document to the same or another Workspace

You can copy a Document in the current Workspace or into another Workspace you can access. You can also choose which parts to include and optionally archive the original after the copy is created.

Copy A Document

1. Open the source Document.
2. Select Copy from the Actions menu.
3. Update the Document title if needed.
4. Choose the destination Workspace:

• This workspace to keep the copy in the current Workspace
• Another workspace to copy it to a different Workspace

1. If you chose Another workspace, select the destination Workspace.
2. If the destination Workspace supports multiple document types, choose the destination document type.
3. Review Include in copy and select the items you want to copy.
4. If available, select Archive this proposal after copying to archive the original after the copy is created.
5. Click Make a copy.

!Copy proposal dialog

What Gets Copied

The available copy options depend on the source and destination document types.

Always available:

• Recipients
• Attachments
• Team access

Available only for some document type combinations:

• Quote — only when copying a Proposal to a Proposal
• Add-ons — only when copying a Proposal to a Proposal
• Agreement — only when copying a Proposal or Agreement to a Proposal or Agreement

If the source Document is already archived, the archive option does not appear.

!Workspace selection

After You Copy

When the copy is created, you’re taken to the new Workspace and the copied Document opens.

You’ll also see a success message:

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

Common questions

Why is Make a copy disabled?

Check that:

• the title is not empty
• the title is 100 characters or fewer
• a destination Workspace is selected, if you chose Another workspace
• a destination document type is selected, if required

Why can’t I see the archive option?

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

Do I need access to the source Document?

Yes. You need read access to the source Document to copy it.