You can create a virtual copy of a document into another folder. Virtual copies are different from traditional copies. The virtual copy method takes up less space because it is not actually a physical copy of the document.

There are two ways to create virtual documents.

Create Virtual Documents Using the Right-Click Menu


  • Right click the document you want to virtually copy
  • Click the “Virtual Copy” option

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  • In the pop-up window, your selected document will appear


  • Enter the Folder ID or Name where you want it saved, then click the Image Placeholder icon
    • If you don’t know the Folder ID, click on the  icon to find it
    • To create a new folder, click on the  icon
  • The selected folder will appear to the left
  • Click the “Virtual Copy” button to complete the process

Create Virtual Documents Using the Toolbar Menu


This method allows you to make virtual copies of multiple documents at once.

  • Select document(s) using the checkbox to the left
  • In the toolbar menu, select “Virtual Copy”
  • When the pop-up window appears, repeat steps above

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Identifying Virtual Copies in a Folder (Virtual Copy Column) 


  • In the documents section of a folder, there is a Virtual Copy column:

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  • If this icon Image Placeholderis in the column, the document is a virtual copy
    • If you hover over the icon, you will see the Master Document Information


    • You can click on the Folder ID to view the master document in its folder
  • If this icon Image Placeholder is in the column, there are virtual copies of the document
    • If you hover over the icon, you will see the virtual copies of the document


    • You can click on the Folder ID to view the virtual documents in its folder