Copying a Work Item

Once you create a work item, you can reuse the data to create a new work item. For example, you may want to use the data to create a document from a different template with shared fields. This avoids entering the data again.

To copy a work item

1. Select a Work group from the Work groups pane.
2. In the Work Items list, select the Work item you want to copy.
3. In the Detail pane action bar, click Copy.
4. Edit the name of the work item in the Name field.
5. By default the same template is selected. You can use the Template field to select a different template if necessary.
6. Toggle the privacy status to your preference.
7. Click Launch to open an interview, or Save to create the work item without launching an interview.

If a new template is selected, ensure that the template uses the same field names. If there are no shared field names, HotDocs Advance is unable to populate the answer data.