Copying a Version

You can make a copy of a version in the version history and paste it as a new document elsewhere in your repository. This allows you to split a version of a document off into an entirely new document.

Example: You might make updates to a contract, and then decide to save the older version of the contract as a new document so that you can store it in an Archive folder. You could copy that older version and then paste it into the Archive folder.

Copying a version and pasting it as a new document will retain the contents of the document: image pages, text pages, and electronic files, as well as fields, template and tag information. It will not retain the document relationship, link group or version information. Once pasted, the document will be a completely independent document with the same contents as the version you copied.

Versions can be copied and pasted anywhere in the repository that you have sufficient rights to create a new document. They cannot be pasted into existing documents, or outside the repository.  To create a copy of the document outside the repository, export the version.

To copy a document version in the Windows client 

  1. Select a document, then open the Version History dialog box in one of the following ways:
    • Open the Metadata dialog box or Metadata Pane for any document. Select the Versions tab.
    • Open the Tasks menu and point to Version Tracking, then select Version History.
  2. The version history will open. Select the version you want to copy.
  3. Right-click and point to Copy, or click the Copy button.
  4. Close the Metadata dialog box and navigate to the folder into which you want to copy the version as a new document.
  5. Right-click and select Paste, or open the Edit menu and select Paste.  The version will be pasted as a new document.

To copy a document version in the web client 

  1. Select a version in the version history
  2. Click the More button and select Copy. .
  3. Navigate to the folder into which you want to copy the version as a new document.
  4. Click Paste.  The version will be pasted as a new document.

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