How do I copy a request?

You can easily copy any request at any status, whether in draft or published, to help you save time and effort when creating a new request of similar scope.

Copying through a Published Request:

Click Copy found in the navigation bar at the top of the request. A confirmation box will pop-up, click Copy again to confirm your decision.

You will be taken directly to the request drafting screen where you can replace previous matter specific details with new request details.  You will also find the title of the request to be the same as the original request along with (Copy) at the beginning. Be sure to change the title of the new request before sending out to the firm(s).

Copying through Drafting Status:

In the drafting screen, you'll find the Copy button within the ellipses icon at the top right. 

When you click on it, it'll take you to a drafting screen of the duplicate holding the same content and details from the previous request. You'll know it's the copied version because you'll see (Copy) at the front of the title. Be sure to change the title of the new request before sending out to the firm(s).