Duplicate a request

Select Duplicate on any request to copy it as a new draft for the same client, with the same checklist and nothing uploaded.

Steps

1. 1

   Open the request you want to copy

   It can be a draft, an active, completed or cancelled request.

2. 2

   Select Duplicate

   On completed and cancelled requests it's a button at the top of the page. On drafts and active requests, choose it from the ⋯ menu.

3. 3

   Check the new draft

   You land on the copy, with "Copied as a new draft". Choose Edit draft to change the title, due date or checklist.

4. 4

   Send it

   Select Send request when it's ready.

What's copied

• The client.
• The title and subtitle, unchanged. Rename it if the title includes a year or period.
• The message to the client.
• Who it's assigned to, and whether automatic reminders are on.
• The checklist: categories, document names, descriptions, accepted file types, the file size limit and the order.
• The due date, if it's still in the future.

What isn't copied

• Uploaded files, review decisions and replacement requests: every document starts as not uploaded.
• Client notes, reminders already sent and the activity history.
• A due date that is today or has passed. Pick a new one before you send.
• The request's own link. The copy gets a new one, which works once you send it. A copy of a request sent with its own link is sent with its own link too.
• The PIN. If the request has one, the copy gets its own new PIN.

Good to know

• Nothing goes to your client until you send the copy.
• Drafts don't count towards your plan's active requests.
• To send the same checklist to a different client, save it as a template instead.