With DocHub, you can quickly copy recipient in CWK from any place. Enjoy features like drag and drop fields, editable text, images, and comments. You can collect eSignatures safely, add an additional layer of defense with an Encrypted Folder, and work together with teammates in real-time through your DocHub account. Make adjustments to your CWK files online without downloading, scanning, printing or mailing anything.
You can find your edited record in the Documents tab of your account. Edit, send, print out, or convert your document into a reusable template. Considering the variety of robust tools, it’s simple to enjoy trouble-free document editing and managing with DocHub.
in this video weamp;#39;ll be looking at how to copy a document from the template if you have an error with a particular case view document for example the accounts document you can copy in a fresh version of the document from the template using the copy components function prior to running the copy components function it is always recommended to take a backup of your file a backup can be taken by selecting file and then back up from within caseware working papers once the file has been backed up within the documents manager rename the document that you want to replace this is to ensure that the identifier is correct on the new copy of the document to rename the document right-click and select properties within the properties we shall change the number to accounts x and rename the identifier to accounts wiz x you may also want to change the name to make it easier to distinguish between the old and new versions of the document you can then select ok to confirm the changes you can now u