How can I copy a procedure to another entity? August 05, 2019 13:01 Updated Follow Click on the gear icon in the upper right corner Go to 'Settings' Click on 'Procedures' in the left menu Navigate to the procedure you want to reuse Use the button 'Copy' Select the relevant entities and click 'Copy' Related articles How do I change the days in procedure (D.I.P./DIP) of an invoice? How do I switch on/off days in procedure (D.I.P./DIP) on weekends? How do I automate procedures? How do I add/change a background to a template? How can I add more recipients to a 'Reminder' procedure step?