How to Create a Copy of a Document for a Household or Contact
You can store master copies of documents in the Document Manager, then use that master copy to create individual copies for a Household or Contact.
To do this:
- Upload the Master Document to the Document Manager
- Click Create for Contact.
- Select the Household or Contact you want to give a copy to.
The document will be created for that Household or Contact, which you can then update separately from the Master Document still in the Document Manager.
This individual document can be accessed from the Activities Tab of their record.
- You can find them under the Documents filter in the Activities Tab.
- They will be listed as Outstanding. Mark it Complete to avoid clutter.
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