Home → Guide Archives :: Worldox GX3 → Manipulate Documents → Save As - New File
From an open file, select File > Save As
Select "Save as New File. You will be prompted to enter a new profile."Â
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.Â
You can change any of the values and click "OK" to save under a new client, category, doc type, etc.
© 2022 Trumpet, Inc., All Rights Reserved