This article applies to: Firm Managers and Administrators
Engagements can be duplicated without any client submitted files or comments for re-use on an engagement for the same, or a different, client.
Follow these steps to duplicate an existing engagement:
- Navigate to Engagements in the main menu.
- Click -- View All Engagements -- , select the engagement you want to duplicate, and click the duplicate button
. - Select the Company, Update the Title, Period, Year, and click 'Duplicate'.
Note: All files, comments, and due dates are removed from the duplicated engagement. No users other than the person creating the engagement are added to the engagement. - The new engagement will appear in your all engagements view. Select it and click on the pencil icon to edit the engagement details and begin adding users to your engagement.