Duplicate a folder: next year starts from this year
The same folder to redo every year
The same client comes back every year for their accounts, the same course starts again each session, the same contract is renewed. Last year’s folder had everything: the right people, the client’s details, the list of documents to provide. Starting again from an empty folder means typing it all in again, and forgetting a document that took time to name properly.
A new folder, filled in from the old one
"Duplicate" sits in the folder’s "…" menu, and in the banner of a closed folder, next to "Reopen". The creation assistant opens, already filled in.
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The subject and the description
Are carried over, and you edit them. When the subject holds a year, Kolinea suggests the next one: "Accounts 2026" becomes "Accounts 2027".
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The participants
Are all ticked. You untick those who do not follow.
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The folder’s fields
The new folder has the same field groups, empty or with their values, as you choose. A date already past is never carried over.
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The documents
Of the last document request are ready to ask for again, among the new folder’s planned publications.
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Nothing goes out
Before "Open the folder": participants are told only then, as for any new folder.
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The two folders point to each other
In the folder’s details, the team reads "Duplicated from" and "Duplicated into", with a link to the other one.
What it does not do
The thread, the documents, the appointments and the history stay in the original folder: the new one starts with no past. Only the team duplicates, and only while the workspace can still open a folder: the new one counts among active folders, like the others. A sample folder, or a folder still waiting for its professional to take it over, cannot be duplicated.
Duplicating also works through the API, and the AI assistant can do it when you ask: in both cases, participants are added to the new folder without being told.
Read also
To start from a standard set-up rather than from a given folder, see folder templates. Custom fields say what a field group holds.
The other features
Your next folder, with nothing lost along the way
Not the right time?
Get the link by e-mail and pick up later, from your computer.
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