In this article, users will learn the steps required for copying a document with Filer. Copying documents is used when a record requires the same template of document to be used in a different context.
In this article, screenshots will follow the example of an employee record context. All steps outlined below will be relevant for your context.
Copying a document with Filer
Navigate to the SharePoint site where Filer is installed at your organisation.
Search for the record you are looking for using search, bookmarks, views or briefcases.
From the list of files in a particular record, select the file that you would like to copy.
Select the ‘copy’ icon.
A pop-up box will appear with key metadata copied from the document. Users can change the name of the file, document type and access type. There is an additional option to copy with document properties/metadata. Unchecking this box will leave the fields blank requiring the user to input new values.
When input fields have been inserted, click the ‘Copy’ button. The file will be copied to the record.