Table of contents
No headersTo copy an issue:
- Navigate to: Document Management
Issues. - Select the issue you want to copy.
- Click Copy on the toolbar.
- Step 1 of the Copy Wizard opens.
- Select the project you want to copy the issue from.
- Select the destination you want to copy the project to.
- Choose from the following options:
- Single Issue: Copy a single issue, enter a new issue number and title and select the contact who is to receive the issue.
- Selected Issues: Select multiple issues to copy.
- Click Next.
- Step 2 of the Copy Wizard opens, displaying a confirmation of the copied records.
- Click Finish.
You can also copy a recently created or modified document by navigating to the Personal Organizer
CW Desktop
Recent Tab.