Copy Existing Document Values

Copy Existing Document Values is a feature available in the Wizard when a new document is created that allows you to populate the fields of a new document based on the properties defined for an existing document. The two options, Current Selection and Browse to Document are detailed below.

Current Selection

Use the Current Selection option if you select a document from the vault (to copy values from) prior to launching the new document Wizard.

Browse to Document

Use the Browse to Document option if you launch the new document Wizard prior to selecting a document in the vault (to copy values from).