Document Building - Clone a Document

At times creating a duplicate or clone of a document may be useful. Creating a cloned copy of a document allows you to duplicate all the pages and content of the document.

Note: You can click on any image below to zoom in. 

From the table select the Action button and choose the Clone icon. 

Enter the Name of the newly cloned document, then select the Clone button to create the document. 

Notes on cloning:

• When cloning Budget Book documents, you can choose whether to clone page statuses. Selecting this option will copy the status of each page within the original document to the newly cloned document.
• You will receive a confirmation message that states that cloning is in progress.
  • Note: Cloning may take a few minutes. The locked budget book will display once the cloning process has finished.