# Copy a Coalition

Copy an existing coalition to quickly create a new record for a subsequent reporting period. When copying, you can choose which sections to bring forward from the original record.

{% stepper %}
{% step %}

#### Open the coalition to copy

Navigate to the coalition record you want to duplicate and click the **Copy** button.
{% endstep %}

{% step %}

#### Select the sections to copy

Choose which sections to carry forward into the new coalition record. Available options include:

* **Collaborators** — Copy all collaborators from the original record.
* **Coalition Members** — Copy all members and their details.
* **Evaluation** — Copy the evaluation data, including relationship depth and assessment results.
* **Meetings & Events** — Copy all logged meetings and event details.

{% hint style="info" %}
Deselect any sections you do not want to carry forward. You can always add or modify these sections after the copy is created.
{% endhint %}
{% endstep %}

{% step %}

#### Enter a new name

Provide a **Name** for the copied coalition. By default, the name is set to the original coalition name with "(Copied)" appended.
{% endstep %}

{% step %}

#### Confirm the copy

Click **Save** to create the new coalition record with the selected sections. The copied coalition will open so you can review and update it as needed.
{% endstep %}
{% endstepper %}


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