---
alias: user-guide-clone-document
description: "Clone Document creates a new document mirroring the original’s data and characteristics"
---

# Clone Document

:lock: Document.**Clone**

## Overview

This operation is used to clone an existing **Document** into a new **Document** with a different name and identical characteristics.  

## Setup

No specific setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Document** exists in the system.

## Sequence of Steps

The Clone Document wizard can be called from the **Document** page within the Business Data Group. The default values will be taken from the current **Document** to be used as a base for the new object. Since this is a versioned entity, there are two possible procedures: entity and revision cloning, both of which are available from the main details page. Select **Clone** on the top ribbon, followed by **Entity** if you want to clone the complete entity along with the first revision and version of the new entity, or **Revision** if you want to clone only a single revision. In either case, a **Change Set** must be supplied for a version of the revision to be made effective in the future.

### Step 1: General Data

1. On the left side panel, add as many rows as desired (each row represents a new  **Document** to be created based on the currently selected **Document**) by selecting :material-plus: and specifying the property values for each new instance to be created. You can also provide a name for each of the new instances, however if a **Name Generator** is configured for the Entity Type, you can leave the field blank and a new name will be automatically generated. Similarly, you can provide a new revision name or it will be automatically generated for you.
2. Optionally, enter a comment for the operation.
3. Select **Clone** to complete the transaction and a new object will be created.

!!! info
    For more information, see [[user-guide-clone]].

![Screenshot showing a UI with a button labeled "Clone Document".](images/clone_document.png)