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Last Updated: October 17, 2026
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1. Duplicate to the location you want the new document to be 2. Edit in Word / Excel / PowerPoint 3. Rename and add metadata if ... Learn how to automatically generate PDF and DOCX documents from eForm data in See how to set up custom document numbering for document control in an EDMS/ After the approval workflow completes and the document is either Approved or Rejected, you can download it How to set up Notifications about new files or any other changes by a collaborator are easy to set up in Duplicte / replicate folder structures and files in Setting up reminders in document management software Sending files to document management system software via e-mail
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