Options
  • State Verified Answer
  • Locked Locked
  • Replies 1 reply
  • Subscribers 15 subscribers
  • Views 1151 views
  • Users 0 members are here
Related
This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

How to add a document to the vault and copy all/most metadata from an existing document.

Tandy Wine

We have a use case where we have a document class with lots of required fields.  The document is for an agreement which has an expiration date.  When the document expires, they will need to put a new document into the vault but would like to copy over all of the metadata that they put in on the original doc as nothing has changed except the date or the cost.  So what would you suggest for adding a document to the vault but copying the metadata from another doc?

Parents
  • +1

    The easiest way is likely to first create a copy of the existing document with the Make Copy option and then drag-drop the new file over this new document. If you check-in the new document before updating the file the original file will stay in the version history as version 1 but hopefully that doesn't matter too much.

Reply
  • +1

    The easiest way is likely to first create a copy of the existing document with the Make Copy option and then drag-drop the new file over this new document. If you check-in the new document before updating the file the original file will stay in the version history as version 1 but hopefully that doesn't matter too much.

Children
No Data
M-Files
M-Files Support


© 2025 M-Files, All Rights Reserved.