Duplicating paperwork types
Duplicating a paperwork type in Worknice is a quick way to create a new paperwork type based on an existing one. Templates are include in the duplication, as are the settings. Duplication can occur across one or multiple organisations. This saves time and ensures consistency when you need to make small adjustments without starting from scratch.
Only Account owners can duplicate templates
Why duplicate a paperwork type?
Create variations of an existing paperwork type (e.g., licences for different roles).
Update wording or requirements without editing the original paperwork type.
Standardise paperwork while tailoring it for specific employee groups.
How to duplicate a paperwork type
Go to Settings, then select Paperwork types.
Find the paperwork template you want to duplicate.
Click View to open the template.
Select Duplicate.
Pick the Organisation you wish to duplicate to - if not the current org.
A new draft template will be created with the same settings and fields as the original.
After duplication, you remain on the original template
Important notes
Duplicating creates a new template. It will not affect the original template.
Remember to review and update details (such as expiry settings, instructions, or responsible person rules) to ensure the duplicated template matches your new requirements.
Settings carry across, and that now includes Auto-assign missing paperwork. If the original assigns itself automatically, so will the copy, once a compliance group requires it. Worth checking when you duplicate into another organisation to set it up.
Typical Use Cases
Certificates: Copy a driver’s licence template to create a forklift licence template with minor changes.
Forms: Use an existing form as a starting point to collect similar but slightly different data.
Policies: Duplicate a general policy acknowledgement form and update it for a department-specific policy.
You're All Done!
If you have any questions about duplicating paperwork templates, please reach out to our support team at help@worknice.com or through the help section within Worknice.