Duplicating a System

🔍 Step 1: Identify the Source System

The Duplicate feature is best used when you have processes that share 80–90% of the same steps, such as "Invoicing a New Client" vs. "Invoicing an Existing Client".

1. Locate the existing system, policy, or training you wish to copy in the left-hand sidebar.

⚡ Step 2: Execute the Duplicate Command

You can initiate a copy without having to open the system first:

1. Right-click on the title of the system you want to copy.
2. Select Duplicate from the menu options.

📂 Step 3: Select the Destination

A window will appear asking where the new copy should be placed:

1. Navigate through your folder structure to find the target location.
2. Click on the specific folder where the copy should live, such as "Marketing > Social Media".
3. Click the Duplicate button to confirm.

🛠️ Step 4: Customize the New Copy

systemHUB will create an exact replica of the original content in your chosen folder.

1. Locate the copy: It will appear in the folder you selected.
2. Edit: Open the new system and enter Edit Mode.
3. Modify: Rename the title immediately to avoid confusion with the original, then add or remove the specific steps required for this version of the process.
4. Publish: Click Publish to save your new, unique system.

🎉 You're All Set!

You have successfully duplicated your system. This workflow makes scaling your documentation library incredibly fast and consistent!