Duplicating documents in Workiro is a powerful feature that allows you to quickly create copies of existing documents for reuse. This is particularly useful when you need to create similar documents for different time periods, clients, or projects. This guide will walk you through the process using the Workiro desktop app and hot folder feature.
Prerequisites
To duplicate documents efficiently, you'll need the Workiro desktop app installed. If you haven't installed it yet, follow these steps: Installing the Workiro Desktop App & Hotfolder
Step-by-step instructions
Once you have the desktop app installed, follow these steps to duplicate a document:
- Open the Workiro desktop app from your taskbar
- Locate the document you want to duplicate
- Click the three dots (...) next to the document
- Select "Export to my device" from the menu
- Navigate to your desktop folder and select the Workiro hot folder
- Click Save to export the document to the hot folder
What happens next
After you save the document to the hot folder, Workiro automatically detects it and guides you through the filing process:
- Automatic pickup: Workiro will automatically detect the document in the hot folder without requiring manual upload
- Rename the document: You can give the document a new name.
- Relate to connections: You can associate the duplicated document with the appropriate connection and add relevant tags
Common use cases
Duplicating documents is especially helpful in these scenarios:
- Annual or periodic reports: Create copies of financial statements, reports, or templates for new fiscal years
- Client templates: Reuse standard documents like contracts, proposals, or forms for different clients
- Project documentation: Duplicate project plans or workflows for similar projects
- Version control: Create working copies of important documents while preserving the original
Tips and best practices
- Hot folder location: The hot folder will always be located on your desktop after installation, making it easy to access
- Enhanced editing: With the desktop app, you can edit Excel and Word documents directly in the desktop versions of these applications, not just the web versions
- No additional cost: The desktop app and hot folder feature are included in your Workiro subscription at no extra charge
- Workflow efficiency: Using this method will help speed up your document workflows, especially when you frequently need to create similar documents
By following this guide, you'll be able to efficiently duplicate documents in Workiro and streamline your document management processes.