Copy documents
Deep Singh
Member Posts: 1 VERIFIED MEMBER
Is there any way to copy the contents of a document and say create a fresh letter or quotation with a new date and reference number
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Answers
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Hi @Deep Singh
You can use Templates to save the needed setup and generate a brand-new document from this. However, we don't assign an automatic reference number inside the document, not sure how exactly you need it. Maybe you can find some workaround with our custom fields discussing with our official support.
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