Home → Guide Archives :: Worldox GX3 → Manipulate Documents → 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.