About procedure's duplication

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Duplicating a procedure allows you to quickly start a new procedure without starting from scratch. You will simply be able to change the information you want from a previous one.

This feature is also really useful when your procedure is expired and you need to send it again to signatories.

Who can duplicate a procedure?

Only the initiator of the procedure concerned or an Administrator may duplicate a procedure.

How does it work?

  1. Go to the Signatures menu
  2. then in the desired section
  3. Go to the procedure you want to duplicate
  4. Click on Duplicate

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NB: Procedure's duplication adds a new procedure and does not delete the original procedure.

To go further:

Define an expiration date for my procedure

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