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Cloning projects or sections

Overview

Cloning a project or section allows you to create a new project or section quickly and easily, and helps provide consistency with similar existing projects of the same type.

Cloning a project does not retain time tracking or file configuration information. To retain file configuration information, duplicate a project instead of cloning it.

Select the applicable tab for your edition of Responsive.

  • Cloning projects or sections

    The Clone option is available from the More Options more_options_menu.png menu associated with the project.

    You have four options when cloning information:

    • Clone Only Project Details: Project details only are cloned.
    • Clone Only Sections: Sections only are cloned, not answers.
    • Clone Sections and Questions: Sections and questions only are cloned, not answers.
    • Clone Sections, Questions, and Answers: All sections, along with their questions and answers, are cloned.

    Clone only project details

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone only Project details.
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details and start uploading documents, templates, or add sections.

    Clone only sections

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone only Sections option.
      • Check the Include Sections Authors and Reviewers (optional).
      • Check the Notify Authors and Reviewers (optional).
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

    Clone sections and questions

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone Sections and Questions option.
      • Check the Include Sections Authors and Reviewers (optional).
      • Check the Notify Authors and Reviewers (optional).
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

    Clone sections, questions, and answers

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone Sections, Questions, and Answers option.
      • Check the Include Sections Authors and Reviewers (optional).
      • Check the Notify Authors and Reviewers (optional).
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Cloning projects or sections

    The Clone option is available from the More Options more_options_menu.png menu associated with the project.

    You have four options when cloning information:

    Projects - Clone Project.png

    • Clone Only Project Details: Project details only are cloned.
    • Clone Only Sections: Sections only are cloned, not answers.
    • Clone Sections and Questions: Sections and questions only are cloned, not answers.
    • Clone Sections, Questions, and Answers: All sections, along with their questions and answers, are cloned. 

    Clone only project details

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone only Project details.
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details and start uploading documents, templates, or add sections.

    Clone only sections

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone only Sections option.
      • Check the Include Sections Authors and Reviewers (optional).
      • Check the Notify Authors and Reviewers (optional).
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

    Clone sections and questions

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone Sections and Questions option.
      • Check the Include Sections Authors and Reviewers (optional).
      • Check the Notify Authors and Reviewers (optional).
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

    Clone sections, questions, and answers

    1. Click the More Options more_options_menu.png menu next to the project you want to clone and click Clone Project.
    2. In the Clone Project pop-up:
      • Enter a name in the Project Name field.
      • Set the Project Due Date and update the Project Primary Contact (optional).
      • Select Clone Sections, Questions, and Answers option.
      • Check the Include Sections Authors and Reviewers (optional).
      • Check the Notify Authors and Reviewers (optional).
      • Click Confirm.
    3. Click View on the Project Cloned Successfully pop-up to see the project details on the Sections page.

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