Copy an Item

This article will show you how to copy an Agenda Item.

Instructions

1. Navigate to the Meetings module
   
2. Select the Agenda the item is currently on
   
3. Select the Item you wish to copy
   
   
   Note: Use Bulk Actions to copy multiple items at once.
4. Select Actions and choose Copy from the drop-down menu
   
5. Configure options for the copied item
   
   
   • Select Agenda: Choose an agenda for the copied item to appear on
   • Select Creator: Choose a creator for the copied item
   • Content to Copy: Choose content that will be duplicated in the copied item
   • Copy Options: Choose copy settings for the item
     
     Note: Selections will appear in white while unselected options will appear in gray.
   • Item: Rename the item, if desired
   • Item Category: (required) If the selected Item's current Item Category is available on the destination Meeting Type, that Item Category will be shown as the default selection. A user can change the Item Category if desired. If the current Item Category is NOT available on the destination Meeting Type, the Item Category dropdown will be blank.
   • Copy To: Choose a section or item within your selected agenda to place the copied item under
6. Select Copy Items
   
7. The copied item will now appear in its selected agenda and section