External documents that are already saved in a document package can be copied into other packages.
Open the existing document package. All further steps refer to this opened input window.
Einzelne Dokumente aus dem Paket markieren Sie mit Linksklick und gedrückter Umschalt-Taste.
To copy to another package, select > Copy to another package.
If the existing document package is linked to a data record (account, event, etc.), the system offers to create a new package for this linked data record.
To create a completely new package, select New document package. No storage location is linked yet.
Click in the horizontal toolbar on Link to other record, and find the desired table and record.
To copy the document into an existing package, select Search document package.
The default storage location in the search is the folder General documents. Open the selection list by left-clicking to select one or more other folders.
Apply the desired package from the list of results with Apply.
Save your input by clicking on the icon in the top left-hand corner of the input window.