Fullscreen Image

Copy a Document

Copying an existing vault document creates a new document with the same file content as the original. The metadata of the original document is also copied to the new document, including the revision number. However, references to and from the original document are not copied to the new document. To also copy the references, use the Copy with References command and see Duplicate References.

For a comparison of the various copy commands, see Copy Commands.

If the document type of the copies is not configured to calculate the file name, the file names of the new documents are set to Copy of <OriginalFilename>. Otherwise, the new documents receive newly calculated file names. No references are made to the original documents such as is created by the Derive Document and Replace Document commands.

If the document type is configured to use a document type workflow, the new documents are automatically placed under change to you.

Note:

The Paste Multiple command creates just one copy of the source document regardless of the number of copies that you specify. Each subsequent copy is made from the previous copy. This might produce unexpected results depending on any configuration or customization of the source document type when copies are made. If this produces unacceptable results, use the Copy Document command multiple times or consult a System Administrator.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

ClosedCopy Existing Documents Once

To copy existing documents once:

  1. Select the source documents that you want to copy.

  2. Choose one of the following options:

    • On the Edit ribbon, in the Copy group, click Copy.

      If the document type of the original document has been configured to show property pages for the Copy Document command, the pages are shown with the original document's property values as defaults.

    • Right-click the selected document, and select New > Copy > Copy.

  3. If necessary, type or change property values for the new document and click OK.

    A new document is created in the current folder with the same file content as the original document.

ClosedCopy Existing Documents Multiple Times

To copy existing documents multiple times:

  1. Select the source documents that you want to copy.

  2. Choose one of the following options:

    • On the Edit ribbon, in the Copy group, click Copy Multiple.

    • Right-click the selection and select New > Copy > Copy Multiple.

  3. In the Add Document / Select Folder dialog box that appears, select the folder where you want the copies.

  4. Click Next.

    If the document type of the original document has been configured to show property pages for the Copy Document command, the pages are shown next for the first copy with the original document's property values as defaults.

  5. In the Copy Multiple dialog box that appears, enter the Number of copies you want.

  6. Click OK.

    The documents are copied to the chosen folder.

Accruent logo in white text.

© Copyright Accruent 2025Privacy PolicyTerms of UseLegal