How to Copy (Duplicate) a Document in the Document Library

To create a copy of an existing document:

1. Navigate to Workflow & Productivity > Document Library
2. Find the document you want to copy
3. Click the orange Copy & Add New icon on its row (or open the document and click the Copy & Add New icon beside its title)
4. A new document is created with the same details and file
5. The copy appears in the document list (copying from the document itself takes you back to the list); open it to change its title or details

You cannot copy a locked document you are not allowed to open; Argenta tells you so instead.

What gets copied:

• Document title. The copy is named A Copy of the original, unless the title is longer than 140 characters, in which case it keeps the original wording exactly and you will want to retitle it yourself.
• Description
• The attached file
• Category assignment
• Chapter, division and department (and district and precinct on a political team)
• Set As View Only and Lock This Record, as they were on the original

What doesn't get copied:

• All Staff Can View, which starts off
• Any Record Permissions given on the original
• Who posted it and when: the copy is posted by you, today

Use cases:

• Creating a new version while keeping the original
• Using an existing document as a template
• Sharing a modified version with a different department