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Created by Guest
Created on Apr 18, 2018

When configuring template documents it would be useful to be able to create a copy of a document

So many customers will have the same document multiple times with just slight variations. In addition, with the creation of documents having to be set to a certain level of the hierarchy you might want the same document just with the relevant merge fields for that level. 

 

When in the configuration screen it would be useful to be able to copy a document and then edit it. Or allow for one document to have multiple version based on which level of the hierarchy it is at.

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