Duplicating a property can be helpful if you are trying to save time when you need the property to appear twice in your account. There are a couple of different ways to duplicate a property. The first is manually duplicating while the second involves duplicating the property during the Secondary Intake Form submission.

Below you will find how to duplicate a property during the Secondary Intake Form creation and approval. If you want to manually duplicate the property instead, jump ahead to this section.

When you are building out a Secondary Intake Form, you can choose to have it duplicate the property once the property is approved.

Step 1:

Create the Secondary Intake Form as you normally would. For more information on creating Secondary Intake Forms, click here.

Step 2:

After creating the form, click on the Duplication section under Settings.

Step 3:

Check the box labeled Duplicate Property to enable duplication for this form. You also have the option to duplicate the property's Tasks, Triggers, Documents, Contacts, or Notes.

You can also choose to duplicate the property during the approval process of the property submission.

Step 1:
Click on the Secondary Intake Form submission's address link. You can do this from the Intake Form Submissions widget on your Dashboard, the Intake Submissions option on the navigation menu in the Submitted section, or the new Data Request Dashboard.

Intake Form Submissions Widget on the Dashboard

Intake Submissions Submitted Section

Data Request Dashboard

Step 2:
A right panel will appear with the option to enable a duplication. Select the checkbox labeled Duplicate Property.

Step 3:
Below the Duplicate Property checkbox, you will see additional checkboxes to select which aspects to duplicate: Tasks, Triggers, Documents, Contacts, and Notes.

Step 4:

Once you have selected to duplicate the property, click on the Approve Intake Form button.

You can duplicate an existing property by going to the Property Details drop-down and selecting Duplicate from the list.

You will see a new window that goes over the details of what will be duplicated. This includes Fields (details), Documents, Contacts, and Notes. There are some drawbacks to this since you will be duplicating these aspects, some of which may not be relevant in the duplicated property.

Since this is duplicating the details for the entire property, it could take a few minutes for it to process the request. Please keep the window open until it is finished duplicating.

If you have any questions regarding duplicating properties, please reach out to us at help@opentoclose.com. We're always happy to help!