Streamline Your Document Management with Quick Cloning Feature

Hello, small business owners! We know how important it is to streamline your processes and save time in your day-to-day operations. That’s why we’re excited to share a new feature that will make managing your documents easier than ever!

📌 Why This Matters

Creating and sending documents is a vital part of your business, whether it’s contracts, invoices, or reports. Until now, duplicating documents required multiple steps, making the process cumbersome. With this new feature, you can quickly create duplicates of your existing documents, allowing you to make quick adjustments and keep your workflow smooth.

✨ What’s New

• Quick Cloning: You can now easily click on a “clone” option within a document to create an exact duplicate. No more back-and-forth converting templates!
• Simplified Process: The new cloning feature removes the hassle of template setups, saving you precious time and effort in managing your documents.

🛠️ How to Use It

1. Step 1: Navigate to the Payments section and select Documents and Contracts from the dashboard.
2. Step 2: Click on the sub-menu options and choose the “clone” option for the document you want to duplicate.

💡 Pro Tip

Always name your cloned documents clearly to help keep your files organized and easily accessible!