PDF Documents

How to duplicate a PDF

Use this functionality to save time in duplicating a document instead of re-uploading a new copy. In addition, you can duplicate a document and include any existing fields, which is particularly useful when you need multiple versions of the same document, with variations in the way the fields are set up.

On the dashboard, click on the Docs icon and then Document Functions.

In the Duplicate PDF section, select the document you want to duplicate and choose its configuration type (PDF only or PDF + Fields). Assign the new document a title and press Duplicate. This video shows how: