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Xdraft item

H
Written by Huzayfah Patel
Updated over 3 months ago

The Xdraft option allows you to duplicate an existing item,ready to be edited as required. It's useful for keeping a log of updates, or to simply save time running a similar document within the Workflow.
It can also be used when you have opened a file in a matter that has been closed.​​​​​​

To Xdraft a document:

  1. Click on the 3 horizontal dots (ellipsis) on the file you would like to Xdraft.

  2. Click on Xdraft item.

  3. Edit the text as required, within the Note field.

  4. Click the Ok button.

A new item will be created and saved into the file history, and will be available to edit as required.

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