How to Make a Copy of X-DOC documents?

Introduction

If you frequently work with similar proposals in X-DOC, making a copy of an existing proposal can save you a significant amount of time. This feature allows you to duplicate a proposal and modify the copy as needed, preserving the original document. Here's how you can do it:

Copying a Proposal

• On the X-DOC dashboard page, navigate to the document you want to duplicate.

• Click on the "Action" option denoted as three dots, then choose the "Make a Copy" option from the dropdown menu.

• A dialog box will appear. Here, enter the name for the new document and click on the "Save" button.

Editing the Copied Proposal

• After saving, you'll be redirected to the X-DOC editor page where you can start modifying your new document.

Updated on: 10/31/2026