Duplicating a procedure: why it is useful?
Duplicating a procedure allows you to quickly start a new procedure without starting from scratch. You will simply be able to change 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 works?
- Go to the Signatures menu
- then in the desired section
- Go to the procedure you want to duplicate
- Click on Duplicate
NB: Procedure's duplication adds a new procedure and does not delete the original procedure.
To go further: