In some cases you might need to create an expiration and use an existing one as a base so not everything has to be typed again. This is useful for example in contracts or licenses.

The copy operation includes the following items:

  • The expiration category

  • The expiration date

  • Custom fields

  • Contacts

  • Locations

  • Equipments

  • Files

  • Tags

  • Comments

Copying an expiration from the expiration list

To copy an expiration from the expiration list click on Expirations from the top menu, then click on the drop down menu for the expiration you'd like to use for the copy and select Copy:

Copying an expiration from the contact, location or equipment screen

For this, go the specific contact, location or equipment screen and from the Expiration Items related box, click on the drop down menu for the expiration and then click on Copy.

The copy screen

The copy screen requires what will be the expiration name of the newly created one:

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