How to Duplicate a Document or Template

Duplication is the fastest path from "almost what I need" to "exactly what I need" — copy, tweak, done. 

Duplicating a Template 

1.  Open Templates, find the source template, and open its menu (⋮). 

2.  Choose Duplicate. 

3.  Rename the copy and edit what differs. 

Perfect for regional or role variants: "NDA (US)" duplicated into "NDA (EU)", with only the governing-law clause changed. 

Duplicating a Sign Request 

1.  Open the request (any status — completed, declined, expired). 

2.  Open the menu → Duplicate request. 

3.  A fresh draft appears with the same documents, recipients, fields, and settings. 

4.  Change what's different — usually the recipient — and send. 

This is the standard recovery move after a decline or expiration, and the fastest way to run the same agreement with a new counterparty.