Copy Documents

If you have Land documents that need to be present in multiple Land Files you can copy the documents to other files if needed. This guide will include how to copy both single and multiple documents to other locations.

Copying Single Documents

When copying a document to another file this can be performed from both the Land Docs Grid and when viewing the document.

Navigate to Land Files & Land Docs Grid

Navigate to the Land Files Grid by clicking the Land dropdown menu at the top of the page. This will display all the land related modules/options. Then click the Land Files option to view the Land Files Grid.

Then to view the uploaded documents navigate to the Land Docs Grid for a particular land file by clicking the document link in the ‘Related To’ column or enter the land file and go to the ‘Documents’ tab.

1. Either from the Land Docs Grid or Document View click the dropdown menu

From Land Docs Grid

From Document View

1. Click Copy

From Land Docs Grid

From Document View

1. Search and select the destination Land File

1. Click Confirm Copy

Copying Multiple Documents

When copying multiple documents to another Land File this can be performed from the Land Docs Grid.

Navigate to Land Files & Land Docs Grid

Navigate to the Land Files Grid by clicking the Land dropdown menu at the top of the page. This will display all the land related modules/options. Then click the Land Files option to view the Land Files Grid.

Then to view the uploaded documents navigate to the Land Docs Grid for a particular land file by clicking the document link in the ‘Related To’ column or enter the land file and go to the ‘Documents’ tab.

1. From the Land Docs Grid select the document(s)

1. Click Modify > Copy

1. Search and select the destination Land File

1. Click Confirm Copy