Duplicating an engagement enables you to create a copy of an existing engagement that needs restarted. This feature saves you time by eliminating the need to set up a brand-new engagement for your client.
Duplicate Engagements
1. Navigate to Work in the global navigation bar.
2. Select Engagements List.
3. Click the Engagement you would like to duplicate.
4. Select
to duplicate the Engagement.
5. Adjust any data points needed.
In our example, we'll adjust the start and end dates.
6. Click Save and Send.
Download an Engagement as a PDF
To download an Engagement as a PDF, simply click the Engagement name then click the arrow icon in the upper right corner of the engagement.
