Duplicate an Application for an Applicant

Duplicate an Application for an Applicant

To make recurring applications easier, Eproval allows you to duplicate a previously submitted application for an Applicant. Duplicating an application will copy over specific data from a previous application and enable Applicants to edit the data prior to submitting the new application. This is usually done for annual or monthly recurring events where most of the information will be the same.

Steps

1. Open the Application you want to duplicate.

2. Under Application Tools on the left side, select Duplicate Application.  

3. Select the type of application that you would like to create for your new application and click Duplicate.

4. To avoid duplicating an application in error, the system will ask you to confirm that you want to Duplicate the application before you can proceed. Click Duplicate.

5. This generates the duplicated application in a Draft status. Select Application Review and then select the Details tab.

6. If applicable, you can make edits to the application before assigning it to the Applicant. However, we recommend that you do not use the Save and Continue button so that all sections remain marked as incomplete and the Applicant needs to go in and verify the information.

7. Select the Edit icon next to the Account User (because you duplicated it, it will show you as the Account User).

   

8. Select Account User/Applicant Name from the Change Account dropdown menu.

   

9. Click Submit.

10. The Applicant can now go in and make changes to the duplicated Application. It will be available in their dashboard, but you will need to let them know that it's ready.