Copy an Item

  • Updated on Jul 17, 2025
  • Published on May 8, 2025
  • 1 minute(s) read
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This article will show you how to copy an Agenda Item.

Instructions

  1. Sign in to your solution if you have not already

  2. Navigate to the Meetings module:
    The left-hand navigation menu with the Meetings module highlighted.

  3. Select the agenda that currently holds the item you wish to move:
    An example agenda tile in the Meetings module.

  4. Select the desired agenda item:
    An example Individual Reports agenda item under the Roll Call section.

  5. Navigate to the Actions menu and select the Copy option from the dropdown list:
    The Actions menu with the Copy option highlighted.

  6. Configure the options for the copied item:
    The Copy modal information fields.

    • Select Agenda (required): Choose an agenda for the copied item to appear on

    • Select Meeting Type (required if an agenda is not selected): Select the meeting type you wish for the copied item to apply to, if you have not selected a specific agenda

      Note:

      This field will disappear if an agenda has been selected.

    • Select Creator (required): Choose a creator for the copied item

    • Content to Copy: Choose content that will be duplicated in the copied item (selections will appear in white, while unselected options will appear in gray)

      • Fields: Copy the existing item's fields over to the copied item

      • Files: Copy the existing item's files over to the copied item

      • Approvals: Copy the existing item's approvals over to the copied item

    • Copy Options: Choose copy settings for the item (selections will appear in white, while unselected options will appear in gray)

      • Keep Current Item ID: Use the existing item's Item ID for the copied item

      • Regenerate Item Reports: Regenerate the existing item's item reports for the copied item

      • Update the Item Layout: Update the existing item's item layout for the copied item

    • Item (required): Rename the item, if desired

    • Item Category (required): Change the Item Category if desired

      Note:

      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; if the current Item Category is not available on the destination Meeting Type, the Item Category dropdown will be blank.

    • Copy To (not pictured): Choose a section or item within your selected agenda to place the copied item under

      Note:

      This field will only appear if an agenda has been selected.

  7. Click the Copy Items button:
    The green, rectangular Copy Items button in the lower-right corner of the Copy modal.

  8. The copied item will now appear in its selected agenda and section

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