# Copy a Partnership

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 dialog showing checkboxes for Collaborators, Evaluation, and Meetings and Events, along with the Partnership Name field prefilled with the original name plus Copied, and the Save button](/files/LViUpXOPo6y5FSeE3XtH)

{% stepper %}
{% step %}

#### Open the partnership to copy

Navigate to the **Partnerships** list and 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

Choose which sections of the partnership to include in the copy:

* **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 **Partnership 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 %}

#### Save the copy

Click **Save** to create the duplicated partnership record. The new record opens for editing so you can make any necessary adjustments.
{% endstep %}
{% endstepper %}


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