Step 1: Find Document and Initiate Duplicate
Locate the document you wish to copy and use the "Duplicate" action.
Steps:
- Find the Source Document: Navigate to the relevant module and submodule (e.g., Purchasing > Purchase Orders) and find the document you want to duplicate.
- Open the Document: Click the document record to open the viewer modal.
- Initiate Duplicate Action:
- Click the ... (more options) button at the top right.
- Select Duplicate from the drop-down menu.
What Happens Next?
Zudello immediately creates an exact copy of the document, including all header and line item details. The new duplicate document opens automatically in a new tab, typically in a Draft or User Review status, ready for editing. The original document remains unchanged.
Next Step: Review the New Duplicate Document
Related How-To Guides: