About procedure's duplication

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

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