Previously, creating duplicates of your documents required an extra step: converting them into a template first. Now, it’s much simpler.
What’s New:
– Easily clone a document with a single click to create a duplicate.
Why It Matters:
– This update simplifies the process for those who frequently send similar documents, allowing for quicker edits and distribution.
How It Works:
- Navigate to Payments -> Documents and Contracts -> Dashboard.
- Click on the sub-menu options and select “clone.
- A new copy of the document will appear, labeled as “Document Name Copy.”
For more details, please reach out to our team via a support ticket.