TMSA Create a New Document by Cloning an Existing Report

When creating a new document in TMSA you have two options, you can either create a brand new document or you can use the clone facility to make a copy of the last published document. This allows you to edit it and re-publish. This can be useful if only minor updates are required and the majority of the document is already correct, saving time and avoiding unnecessary duplication of work.

To create a new document click on the green “Create TMSA Document” button from the TMSA homepage:

This takes you to the TMSA document creation screen. You will then be prompted to confirm if you wish to clone the most recent published document. Choose Yes or No from the drop down box:

When you click on “Yes” you are directed to the following screen:

This will show details of the last published document. Click on the “Clone Document” button to create a new report based on this. You will then see a confirmation screen:

Click on the “Create TMSA Document” button which will then take you into the document to begin editing.