With the appropriate permissions, the Save As... button allows you to save an existing document as a NEW document, no matter the status of the original document. The Save As... button is located at the top of a document as well as underneath the Document Information Table.
Clicking on the Save As... button in a document saves that document as a new document with its own, distinct document ID number.
The following fields will be found in the new document after clicking Save As....
After logging in to the KB Admin Tools, click on the Documents tab. Determine the Status of the document you wish to Save As... a new document.
Active
- Click on the document in the Active Documents screen. You will see a number of buttons along the top, among them, the Save As... button.
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- If you scroll underneath the Document Information table, you will also see a number of buttons.
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In Progress
- Click on the document in the In Progress Documents screen. You will see a number of buttons along the top, among them, the Save As... button.
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- If you scroll underneath the Document Information table, you will also see a number of buttons.
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In Review
- Click on the document in the In Review Documents screen. You will see a number of buttons along the top, among them, the Save As... button.
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- If you scroll underneath the Document Information table, you will also see a number of buttons.
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Inactive
- Click on the document in the Inactive Documents screen. You will see a number of buttons along the top, among them, the Save As... button.
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- If you scroll underneath the Document Information table, you will also see a number of buttons.
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Trash
- Click on the document in the Deleted Documents screen. You will see a number of buttons along the top, among them, the Save As... button.
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- If you scroll underneath the Document Information table, you will also see a number of buttons.
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