2. Prior to importing a new document (which launches the Wizard), select a document in the vault that has the document properties (e.g. Category, Function, Series, Entity, People To and From, Keywords, etc.) you want to apply to the new document. In the example on the right, a previous BOR meeting document was selected to copy the document properties for a new BOR meeting document.
Click Current Selection in the Wizard. |
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4. The fields of the new document will be populated with the property values from the selected document. Be sure to change any property values that don't apply, especially Master Record, Title, Document Date and review / update the properties on the People and Notes tabs.
When you are satisfied with the property values for the new document, click the Finish button in the Wizard. |
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