Copying Correspondence

To copy a correspondence:

1. Navigate to: Document ManagementCorrespondence.
2. Select your project from the Favorite Projects drop-down menu.
3. Click the Correspondence tab.
4. Click Copy.
   • You cannot change the project to which you are copying; go to that project and copy the Correspondence into it. You can change the project from which you are copying.
5. Select the project where the original correspondence is located.
6. Select the item or document you want to copy.
7. Type the new document number.
8. Type the new document description.
   • To copy the original description, leave the New Description field blank.
9. Click Continue.
10. Edit fields as required.
11. Click one of the Save buttons.

You can also copy a recently created or modified document by navigating to the Personal OrganizerCW DesktopRecent Tab.