From the mobile app Fact by Inexweb, you can duplicate a document.
In order to do that, from the document detail view, hit the duplicate button.
- From the main actions:
- Or from the additional actions:
App will then ask you if you want to:
- Duplicate this document with the actual customer
- Or duplicate with a new customer
Note that the document created with this process will be in draft state and will not be linked to the source document. |
If you want to duplicate the document with the same customer, just confirm your choice with the Validate button.
In case of duplication with a new customer, you have to:
- Click on the card with the customer name in order to open the customers list.
- Select the customer you want.
- This will redirect you to duplication confirmation with the new selected customer.
- By confirming your choice with Validate button, app will redirect you to the newly created document.
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