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17.9. Save As - New File

If you've begun editing the contents of a document but do not want to save it to that same location, you can use the Save As feature to create a copy and keep your original as is:

  • From an open file, select File > Save As

  • Select "Save as New File.  You will be prompted to enter a new profile." 

  • This option will keep the original document without changing any of the text, and allow you to file a separate document.

  • Once you've selected the "OK" button here, you will be provided with the Profile Card pre-filled with the profile card of the original document. 

  • You can change any of the values and click "OK" to save under a new client, category, doc type, etc.


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