To duplicate an existing Document:
- Navigate to a Matter or Contact, then click on its Documents tab to display a list of documents.
- For the document you want to duplicate, from the Actions menu, select Duplicate Document.
- Optionally, edit or change the Document Title.
- Optionally, select Tags for the document, or enter new Tags. (Tags allow you to classify your documents.)
- Optionally, click on the Calendar icon, then select a creation date.
- Click Save.