Copy Document Title

Explanation

Use this activity to copy a document title and create a new document title. You can select which parts of the source document are copied to the new document. If the source document title has more than one several document sheet, the latest revision of the sheet is copied to the new document title. The Copy Document Title Wizard is used to copy document titles.

Prerequisites

You must have (at a minimum) view access to each of the files that are copied from the source document title. If you don't have at least view access to each file, you can still copy the document title, but the Copy File check box in the Copy Document Title Wizard cannot be selected.
You will not see documents protected with the Restricted Access check box if you do not have view access granted to them.

System Effects

As a result of this activity, a new document title is created from the source document title. If the original document title has more than one document sheet, the latest revision of the sheet is copied. The copied sheets and files become the first revision of the new document title.

Window

Document Titles
Document Revision
Document Revisions
Document Package
Transmittal
Project Navigator
Document Object Connections

Page

Document Folder Navigator

Related Window Descriptions

Document Titles
Document Revision
Copy Document Title Wizard
Document Revisions
Document Package
Transmittal
Transmittal/Documents
Project Navigator
Project Navigator/Documents
Document Object Connections

Related Page Descriptions

Document Folder Navigator
Document Folder Navigator/Documents
Document Folder Navigator/All Documents

Procedure

  1. Open the Document Titles or Document Revision window.
  2. Query for the document title that you want to copy.
  3. Right-click and click Copy Document Title to open the Copy Document Title Wizard. (If you are using the Document Titles window you need to select the row first.)
  4. Enter the document attributes for the new title. Values for the required fields of Document Class, Document Title and New Title Revision are taken from the source document title. You can accept these values or modify them. Note the following:
  1. Click Finish to create the document title copy.

Alternatively on the web, you can copy a document using the Document Folder Navigator page as follows:

  1. Open the Document Folder Navigator page and query for a document folder.
  2. On the Documents or All Documents tab, click on the Actions menu for the tab, and click Copy Document Title.
  3. Follow steps 4-5 as above.

Note: You can also copy documents using the Document Revisions window, Document Package window, Transmittal/Documents tab, Project Navigator/Project Documents tab and Document Object Connections window.