> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/engage/partnerships/copy-a-partnership.md).

# Copy a Partnership

Duplicate an existing partnership record to save time when entering similar data.

Use the copy feature to duplicate an existing partnership record. This is useful when creating a new partnership that shares similar details with an existing one.

![Screenshot: The Copy Partnership page showing the Name field prefilled with the original partnership name followed by (Copied), the Collaborators checkbox under Select additional data you want to copy from this partnership, and the Copy and Cancel buttons](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-c03755a4d1820aa69aff7d9b1ed889274cda8316%2Fpartnership-copy-dialog.png?alt=media)

{% stepper %}
{% step %}

#### Open the partnership to copy

Hover over the **Engage** menu in the top navigation bar and click **Partnerships**, then open the partnership record you want to duplicate.
{% endstep %}

{% step %}

#### Click Copy

Click the **Copy** button to begin the duplication process.
{% endstep %}

{% step %}

#### Select copy options

Under **Select additional data you want to copy from this partnership**, choose which sections to include in the copy. An option appears only when the original partnership holds that data:

* **Collaborators** — Copy all collaborator assignments to the new record.
* **Evaluation** — Copy the evaluation data, including relationship depth, assessment results, accomplishments, and lessons learned.
* **Meetings & Events** — Copy all associated meetings and events to the new record.

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

{% step %}

#### Enter a new partnership name

Type a unique **Name** for the copied record. By default, the name is set to the original partnership name with "(Copied)" appended.

{% hint style="warning" %}
**NOTE:** Update the name to reflect any differences from the original record.
{% endhint %}
{% endstep %}

{% step %}

#### Create the copy

Click **Copy** to create the duplicated partnership record. The new partnership opens so you can confirm that the general information and other data are correct.

{% hint style="warning" %}
**NOTE:** If the original partnership belongs to a closed reporting period, the copy is created in the current reporting period.
{% endhint %}
{% endstep %}
{% endstepper %}