You can now duplicate the information from the latest version of an existing policy. This copies the policy’s name, content, and any custom fields, making it easier to create a new version without starting from scratch. Note that policy settings, approval flows, and older versions are
not
copied.
To duplicate a policy, open it then go to
Options
and click
Duplicate
.
How this benefits you
:
-> Save time when creating a new policy.
-> Keep important custom fields without re-entering them.
-> Maintain flexibility to set new approval flows or settings.