Copying a line item to the same document
To copy the line item to the same document:
- Click the document on the My Documents tab. The details of the document are displayed.
-
Select the check box corresponding to a line item you want to
copy.
These options are displayed:
- Copy to Document
- Copy
- Delete
- Change Allocations
- View/Add Itemizations
Note: The options displayed are based on the line item status and the line item type you want to copy. - Click Copy. You can modify the details of the line item, if required.
- Click Save.