Duplicate an existing engagement (Roll an engagement forward)

Professional users can duplicate engagements to save the request list without any client submitted files or comments, for use at a later time.  To duplicate an existing engagement, ensure you have sufficient permissions (Engagement Administrator or above) and follow the below steps. 

1. Click 'Engagements'

2. Click all engagements, select the engagement you want to duplicate, and click the duplicate button which looks like this.

3. Select the Company, Update the Title, Period, Year, and click 'Duplicate'.

Note: All files, comments, and due dates are removed from the duplicated engagement.

4. 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.

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