How To Copy An Existing Document Type

This article will detail how to copy a document type to another document type to speed up the process of creating document types, especially ones that are related. When you copy a Document Type, you are copying all of the margin settings, all the file path names/settings for the headers, footers, cover letters, envelopes, and print templates, all of the Workflow options, watermark options, pricing and priority, and all of the import/export info and document type security and pools. Essentially when you copy a document type, the only difference between the two document types is the document type name and description, until you start going to edit the individual document types' settings.

To copy a document type

  1. Go to Client Maintenance for the client you are working on

  2. Click on the Document Types folder

  3. Select Document Type you want to copy

  4. Click on Copy [Document Type]

  5. Create a new Document Type Name (8 characters limit) and a new Document Description (50 character limit)

  6. Click on the red square with question mark in the top right corner if more information is needed

  7. Pluses (+), Commas (,), quotes (“), and underscores(_) are not allowed in the name or description.

  8. Click Save

  9. Your copy is now a part of the Document Types list

The best time to do this will be early on during client creation because then all you are copying is the default settings. You can do this later on too but you have to be more careful with what you are copying. An Example of when to do this later would be if you needed to copy a letter’s settings to a patient letter and the patient letter is essentially using all the same info and set up.


Do not copy a document type if there are multiple user and location specific set ups for that document type unless you know for sure that you need all of those specific user and location specific set ups.

For example, this Letter document type should not be copied over because there is a long list of user and location specific set ups and those specific set ups are not needed on the new document type.

The box "Print Templates Associated with this Document" at the bottom of the left column will only appear if you click "Edit Print Templates for XXX". Do not double click on the document type as that will take you into the plain "Edit XXX" and not the "Edit Print Templates for XXX"