One-click edit a new copy of a document in Next®

A powerful new feature that makes it so much easier to make new documents in Next®.

Whenever you create a new customer offer in Word, a price list in Excel™, or a product presentation in PowerPoint™ chances are that you don't start from scratch. Either you find a existing offer, price list, or presentation. Or you have a catalog of company templates to chose from.  No matter what you preferred approach is, Next® will now support you better. 

Typical use cases
  • Create a new Employment contract based on the authorized template
  • Create a new Customer offer based on the most recent one 
  • Create a partial copy of a Purchase contract for the warehouse staff 
  • Create a sharable edition of a Customer health record for an external specialist doctor

Find the document (or template) you want to use. Instead of Edit, click arrow down, and select Edit a new copy.

From the detailed view

Edit a new copy, lets you easily create new documents

Next® will now ask you for the document details for the new document:
- the document type and the required metadata. And suggests you the values from the original.

Depending on your setup, the file name will simply be the same - or a new one of your choice. 

Then Next® brings up the editor - Word™, Excel™, or PowerPoint™. Or even Adobe Acrobat if you are creating new PDFs.

Make your modifications, and close the editor, knowing that your new document is safely stored in Next®. And already with an updated PDF version on record, if you have  Next® PDF Archive Automation in place.

From a list of documents

You can do exactly the same from the document list.

This new feature not only makes it easier and more efficient to work with documents. It also makes it much easier to enforce the use of standard templates in the company.

You set up a dedicated document type for templates, and configure who has access to what templates. The moment you finalize a new template in Next® it is available to anyone. And those who are interested in the updates, they simply Watch the templates to get notified automatically. 

No more use of outdated templates.

Specialized use cases 

The general feature - to Edit a copy of a document - can as listed above be used or many purposes. If you have multiple, and maybe specialized, uses of the feature, we recommend that you get separately named actions for each. 

If you need to make sharable copies of health records, then let us setup a new action: Make sharable health record. In this setup we will limit this new action so that it is only available on Customer health records, and that the new document always and automatically becomes a Sharable health record. This way, the end user gets a feature that it much easier, and more secure to use, than if you simply ask them to use Edit a copy of a document. 

much easier, and more secure to use

Future enhancements

In a future release Next® will come with a standard configuration to manage document templates. And will know the difference between documents and templates, and run macros to fill in data when making new documents based on templates. 

Additional information

Please refer to the online product guide for additional information on this feature, once it is released.

See the below tutorial on how to redact documents with sensitive information in Next®.

Commercial terms and conditions

This new feature is available at no additional cost, to users with a license for Quick-edit of Office documents and Quick-edit PDFs - and an active service plan. Any consultancy assistance will be invoiced.


Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.  



One-click edit a new copy of a document in Next®


New feature



Release time:

October 2021

Affected products:

Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® Invoices
Next® Mailroom


Next® users



Responsible product manager:

Kim Hellum




Kim Hellum