Copy from related files

If a file copy relationship has been configured for a project, users will be able to use the Copy button in the related files section of the Web Viewer to quickly copy information from a related file match into the current file. See File copy relationships for more information.

  1. Click Related Files.

  2. Click Copy, then click the name of the copy file relationship you want to use.

  3. In the Match Results dialog box, select the file you want to copy from, then click Load Selected Files.

  4. Select the line item(s) you want to copy, then click Copy Selected Files.