How to Copy a Document

Copying documents in Powered Now is really easy - you can even use the same quote and change the customer. Below I will explain how to do this.

Firstly, open up your document and click Options.

You will then see the Copy button. 

Once you click Copy, your contacts will appear. Select the customer the new (copied) document is intended for. 

Powered Now will then prompt you to either create a new project or add the new document to an existing project.

Once these steps are complete, you will get a prompt saying 'You've copied a Document!' and then you're ready to send it to the customer.