External documents that are already saved in a document package can be copied into other packages.

1. Open the existing  Document package. All further steps refer to this open input window.
2. Select individual documents for copying by left-clicking while holding down the Shift key for multi-select.
3. Copy to another package by clicking on the expand triangle next to Copy, then select  Copy to other package.
4. If the existing document package is linked to a record (account, event, etc.), the system will offer to create a new package for this linked record.
5. Create a completely new package by selecting  New document package. No filing location is linked yet.
6. Click on  Link to other record in the toolbar to search for the table and record you want.
7. Click on  Search for document package to copy the document into an existing package.
8. The search will default to Shared documents as filing location. Open the picklist by left-clicking to select one or more other folders.
9. Select the package you want on the list and  Confirm.
10.  Save your changes.