This article applies to: All Firm Users with Firm Managers and Administrators role.
Duplicating an engagement creates a copy without any client-submitted files, comments, or detailed audit logs and can be used for the same or different client.
Follow these steps to duplicate an existing engagement:
- Navigate to Engagements in the main menu and click View All Engagements.
- Select the engagement you want to duplicate and click the duplicate icon .
- Select the Company, update the Engagement Details.
Note: Duplicated engagement will not include files, comments, due dates, or users. Only the user duplicating the engagement will be added to the new engagement. - The new engagement will appear in your all engagements view. Select the engagement, click the pencil icon to edit the engagement details and add users to the engagement when you’re ready.