Duplicate a document

Modified on Mon, 22 Jan at 11:36 AM

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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