Many documents useful for one item will be useful to another. You can copy a document from one item's Documents tab and add it to another item's Documents tab.
To copy a document from one item to another
- Open the Projects module.
- Select an item.
- Select the Documents tab.
- Right-click the document that you want to copy and select Move/Copy on the shortcut menu to open the Document Move/Copy dialog box.
- Select Copy Document.
- In the Target Investment list, select the name of the item in which you are placing a copy of the selected document.
- In the Target Folder list, select the document folder in which you want to place the copy of the selected document.
- Click
Save
.