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Assignment Documents - How to copy existing documents

From the Assignment Documents screen, existing documents can be copied and created if the user has the appropriate "Copy" rights which consists of a combination of rights in the Screen Rights and Scre

Updated over 2 weeks ago

From the Assignment Documents screen, existing documents can be copied and created if the user has the appropriate "Copy" rights which consists of a combination of rights in the Screen Rights and Screen Section Rights sections on the Security Role Maintenance screen.

Copy Documents Screen Rights

On the Assignment Documents screen, click on the downward facing arrow and select Copy Existing Document from the drop down list.

Copy Existing Document Option

Click on

PP - Magnifying Glass.jpg

to view all existing documents that can be copied.

Search Existing Document to Copy

Tick the checkbox beside the document that is to be copied and click on

PP - Copy.jpg

. Multiple documents can be copied by ticking multiple checkboxes.

Select Existing Document and Copy

The copied document will appear in the Uncategorized Documents section of the Assignment Documents screen

Copied Document
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