> 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/plan/surveys/copy-a-survey.md).

# Copy a Survey

Learn how to copy an existing survey in PEARS to create a customized version.

You can copy an existing survey to create a new survey that starts with the same questions and settings. This is useful when you want to customize an existing survey or create a version with minor modifications.

{% stepper %}
{% step %}

#### Open the Survey

Hover over the **Plan** menu in the top navigation bar and click **Surveys**, then open the detail page of the survey you want to copy.
{% endstep %}

{% step %}

#### Click Copy

Click the **Copy** button on the survey detail page. The copy form appears.

![Screenshot: The copy form showing the Name field pre-filled with Copy of followed by the original name, a Questions checkbox, and the Copy button](https://2560412328-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Ff0820LrBGQ9ZA8SC4BR1%2Fuploads%2Fgit-blob-598a161c2b11ce03c0329f2342d46be39cf83b56%2Fsurvey-copy-dialog.png?alt=media)
{% endstep %}

{% step %}

#### Edit the Survey Name

The **Name** **\*** field is pre-filled with "Copy of" followed by the original survey name. Edit this to give the new survey a unique, descriptive name.
{% endstep %}

{% step %}

#### Select Data to Copy

Choose which elements to include in the copy. Each box is checked by default:

* **Questions** — Check this box to copy all questions and their response options from the original survey. Appears only if the survey has questions.
* **Permissions** — Check this box to copy the sharing permissions from the original survey. Appears only if the survey is shared.
  {% endstep %}

{% step %}

#### Click Copy

Click the **Copy** button to create the new survey. PEARS creates the copy and opens the new survey's detail page. Review its general information and other data to make sure they are correct.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**TIP:** Copied surveys start in **Draft** status, regardless of the original survey's status. You can freely edit the questions and settings before activating the new survey.
{% endhint %}

{% hint style="warning" %}
**NOTE:** You can copy a survey you created, a survey created by a user whose records you can view or edit, or, if you are a data manager, any survey in your organization. To copy a survey someone else shared with you, the share must allow copying. See [Set Permissions for a Survey](/plan/surveys/survey-permissions.md).
{% endhint %}