Clone an existing document issue to quickly create a new one. You can modify any of the details before you process it.
To clone a document issue:
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Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab in your contact record, and in the Projects dashpart in the
Personal Zone.
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On the project window, click the Document Issues tab.
-
Click
for the document issue that you want to clone.
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In the Issue Documents wizard, click
Next to proceed through the wizard to modify any information, as required.
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Do either of the following:
- Click
Finish to submit the issue for processing.
If document issues require approval, designated approvers will receive a notification for review. Once approved, the issue will be available for processing. If you have permission to approve and process document issues, you will be prompted to either process it immediately, or save the issue for later.
- Click
Finish and Process Now to process the document issue. This option is only available if you are authorized to process document issues.