Copying a Document (Initiating a Document Based on Another)

1.     Select a document from the Maintenance menu tab.

2.     When the lookup screen appears, enter appropriate search criteria or leave blank to retrieve all. Click buttonsmall_search.

go-arrow-red     For more information about lookup, see Field Lookup.

3.     Click the copy link in the Actions column corresponding to the table value you want to copy from.


4.     Complete the standard tabs -- Document Overview tab, Notes and Attachments tab, or Ad Hoc Recipients tab as needed.

go-arrow-red     For information about the standard financial transaction tabs such as Document Overview, Notes and Attachments, and Ad Hoc Recipients, Route Log tabs, see Standard Tabs.

5.     Complete the New Copy section in the Edit tab.


go-arrow-red     For information about requirements for the Edit tab, see the help documentation for the appropriate document type.

6.     Click buttonsmall_submit.

7.     Review the Route Log tab.

go-arrow-red     For more information about the Route Log tab, see Route Log.


Editing a Maintenance Document