Step 2: Review the New Duplicate Document

The newly created duplicate document opens automatically. Review and modify it as needed.

Steps:

1. Check Document Number: The duplicate will likely have a blank or temporary document number. Update it according to your organisation's numbering conventions (unless auto-numbering is enabled).
2. Update Dates: Change the Date Issued and any other relevant dates (e.g., Due Date, Delivery Date) to reflect the current transaction.
3. Modify Details: Edit any other header or line item details that differ from the original document (e.g., quantities, prices, descriptions, coding).
4. Save or Submit: Once you have made all necessary changes:
   • Click Save to keep it as a draft.
   • Click Save and Submit to send it into the workflow (e.g., for approval).

What Happens Next?

The duplicate document is now saved with your changes and proceeds through its own lifecycle independently of the original document.

End of Tutorial

You have successfully duplicated a document in Zudello!

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Related How-To Guides:

• Downloading, Duplicating, Splitting, and Merging Documents