How to Create a Copy of an Existing Document

The same NDA for a new vendor, the expired offer re-issued, the declined contract corrected — duplication turns any past request into a ready-to-send draft. 

Steps 

1.  Open the source request — any status works: completed, declined, expired, even voided. 

2.  Open its menu (⋮) and choose Duplicate request. 

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

4.  Change what differs — usually the recipient or a date — and send. 

When You'll Use This 

•  After a decline — fix the issue the signer flagged, resend in minutes. 

•  After expiration — extend the window and relaunch. 

•  Recurring agreements — same document, new counterparty, monthly. 

Tip: If you're duplicating the same request more than twice, that's the universe telling you to make it a template.