Duplicating a plan document
You can quickly create new plan documents from a plan document that was previously created.
To duplicate a plan document:
Select a plan document then click on the more options icon
and select Duplicate document.Alternatively, you can click on any plan document, and select the
Duplicate plan document icon in the horizontal menu.Enter the duplicated plan document's Name and Description.
Click on the checkbox to include the original plan document's selected recipients and use the routing associated with the plan document.
Click Duplicate.