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Cloning a Document in the Workflow

How to Clone a Document in the Workflow

  1. From the main menu, click on “Workflows”.
    • Note: If you want to add a second workflow, you’ll find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, workflows will appear in the main menu under the name “Car Contracts”.
  2. Click on the document associated with the workflow you want.
  3. Click on the “Clone” button.
  4. The system creates an identical clone of the document associated with the workflow with the same saved values but with a changed serial number.
  5. Make any required modifications to the cloned document.
  6. Click on the “Save” button.