Duplicate Guideline
Step-by-Step Instruction Article: Duplicate Guideline
Step 1: Access the Guideline
- Navigate to the guideline you want to work with, for example the “Borrower’s Commercial Lending Transaction” guideline.
Step 2: Navigate to the Actions button
- Select Duplicate this guideline from the dropdown menu
Step 3: Give your Duplicate Guideline a Name
- Select desired Practice Area and Category for your new guideline
Step 4: Verify and Save Changes
- Double-check the accuracy of name and drop-down selections.
- Once satisfied, save the changes to apply them.
Congratulations! You have successfully learned how to duplicate an AltFee guideline.
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