Documents & Contracts: Cloning of Documents

Until now, users were only able to clone templates, and it was cumbersome to create duplicates directly from existing documents. You first had to convert them into a template, and then use that template to create a similarly styled document.

• You can now simply click on ‘Clone’ within a document to create a duplicate.

• Navigate to Payments -> Documents and Contracts -> Dashboard

• Click on the sub-menu options -> Select Clone

• A new document entitled “Document Name Copy” will be created.

• For users who frequently send similar documents with minor modifications, the cloning process is now much simpler.