How To Reuse an Existing Document

Firstly, take note of what the name of the file to be reused is, and whether it is in a sub-folder of the ‘Document Directory’ location.

Click the ‘New Document’ Task then, in the ‘New Document’ dialog form, select the ‘Existing File’ Tab, which opens a file selection browser window.

If the file is in a sub-folder of the ‘Document Directory’, see How To Manage the Document Directory for details, use the Ellipsis button on the right side of the grey “Folder Bar”, to open the Conquest ‘Select a folder’ dialog form, which displays a Hierarchy of the sub-folders:

Find the required folder and click on it then click the ‘Select’ button. From the list of files that appears, select a file or, if the list is long, use the Filter bar to enter a distinctive part of the file’s name, which should shorten the list to just one or two files:

Finally, edit the Document Description if required, and click OK.

To upload a new file see How To Upload a New Document for details.