FAQ: How do I duplicate a document?

Zudello provides a Duplicate action that allows you to create an exact copy of an existing document.

When to Use:

• Creating a new document that is very similar to an existing one, saving data entry time.
• Creating a template or baseline document.
• As part of a "Convert with Duplicate" workflow where you want to keep the original document and create a new one of different type based on it.

How to Duplicate:

1. Open the Source Document: Navigate to and open the document you want to copy.
2. Locate Action: Click the More Actions (...) menu at the top right of the document viewer.
3. Select Duplicate: Click the Duplicate option.
   • (Example: Duplicate action - image temporarily unavailable)
4. Confirm (If Prompted): You may need to confirm the action.

Outcome:

• Zudello creates a new document record in the same Module and Submodule.
• The new document is an exact copy of the original at the time of duplication, including header data, line items, coding, notes, etc.
• The new document typically starts in the default "create" status for that Document Type (often Draft or User Review).
• The original document remains unchanged.
• The new document will have its own unique UUID and likely its own Document Number (especially if auto-numbering is enabled).

Permissions:

• Duplicating a document requires the {Module}:{Submodule}#CREATE permission, as it involves creating a new record.