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Can I duplicate a document?

  • Updated

To duplicate a document in Heartbeat:

  1. Open the document you want to duplicate

  2. Click the three-dot menu in the top right corner of the document

  3. Select Duplicate from the dropdown menu

This will create a full copy of the document in the same section.

You can move the duplicate to another section by clicking the Transfer button at the top of the document. Just select the new section you want to move it to.

 

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