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17.10. Make a Copy of a Document

You may wish to make a copy of a document without actually opening it first, and manipulating the contents.  For example, if you have a template that you fill out routinely, you may find yourself forgetting to do a File -> Save As and inadvertently adding your changes to the master template.  You can make a copy of the document first ensuring that you don't overwrite your templates.

Here's how:

  • Locate the document you wish to copy and highlight it in the Worldox Search Results Screen

  • Select the "Copy" button in Worldox

  • Worldox will open a Profile Card so that you are able to profile the copy of the document.

  • Update the Profile Card, and select Copy.

  • Worldox will then prompt you asking if you'd like to open the copy of the document.

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