New From

New From creates a new record by copying the selected data and related files from an existing record.

 

This feature is only available in the Document Module.

 

1. Edit all required fields, for the new record.

 

2. Select what to copy over from the existing record to the new record.

 

3. Select whether to copy the original Primary file, or to replace it with a new one.

 

4. Click OK.