Visma.net ERP
Copy document content to a new document
In Visma.net ERP, you can create a document by copying and pasting the contents of a document of the same type, as described in this topic.
- Open the window where you want to copy the document.
- If you are in the PL edition of the window, click
to leave list view.
- Open the document you want to copy.
- Click
and select Copy.
The contents of the document are copied to the clipboard. - Click
to clear the elements for a new document.
- Click
and select Paste.
The contents of the clipboard are pasted into the new document.
- Edit the elements that have different values in the new document than those in the original document.
- Click
to save the new document.
Now you can process the new document according to your company's workflow.