Document Cloning Simplifies Duplication Process in One Click

Introducing Document Cloning for Easy Duplication

The new feature in our document management system simplifies the process of creating duplicate documents. Until now, our users faced hurdles when trying to make copies of existing documents. Typically, you needed to transform your document into a template first, then utilize that template to draft a duplicate. With our latest update, this lengthy process has been condensed into a single step, enhancing your workflow efficiency.

What’s New and Beneficial for You?

• Instant Cloning: The simplicity of this feature is noteworthy. With just a click within the document, you can now create a direct duplicate without the intermediary steps. This is particularly advantageous for users who frequently send out similar documents with minor alterations.

How to Use the Document Cloning Feature

1. Navigate to Your Dashboard:
   • Access the feature by heading to Payments -> Documents and Contracts -> Dashboard.

   

2. Clone Your Document:
   • Click on the sub-menu options of the document you wish to duplicate.
   • Select the “Clone” option.

   

3. New Document Creation:
   • Upon selecting clone, a new document entitled “Document Name Copy” will be automatically generated for your use.

Why This Enhancement Matters

The implementation of the cloning feature arose from the needs of our users. Many rely on sending near-identical documents repeatedly, with only slight modifications required for each iteration. The ability to quickly clone and adjust documents saves valuable time and ensures greater accuracy across your document management processes.

Stay Updated

For more information about our features and enhancements, please contact us or explore our support page.

In Case You Missed It: Check out our recent update on Controlling Document Workflow with New Expiry Features.