SweetProcess Knowledge Base

    How do I duplicate a policy?

    The instructions below will show you how to make a copy of a policy. Essentially you will be copying the policy and all it contains.

    1. 1

       

      Click on the “Policies” tab.Click on the “Policies” tab.

    2. 2

       

      Scroll down to the specific policy you want to duplicate, click on the 3-vertical-dots icon and then click on the "Duplicate" button that appears in the menu.Scroll down to the specific policy you want to duplicate, click on the 3-vertical-dots icon and then click on the "Duplicate" button that appears in the menu.

      When this is done, a new window will open immediately, showing the duplicated policy with the word “copy” right in front of it.When this is done, a new window will open immediately, showing the duplicated policy with the word “copy” right in front of it.

    If you still have a question, we’re here to help. Contact us