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How to copy or clone an existing handbook / document
How to copy or clone an existing handbook / document

Need another handbook that you want to look like an existing one? Clone it.

Tom O'Dea avatar
Written by Tom O'Dea
Updated over 2 months ago

Yes, you can copy or clone a handbook in Blissbook. But before you do that, let's talk about a few other things you might want to do instead.

Are you creating a separate handbook with content that's slightly different that's applicable to a specific group of people? Try personalized content instead.

Are you doing an audit and a round of updates, or do you want to change the look and feel of your handbook? You don't need a new one! You can edit your existing handbook in the background without employees being able to see. Just publish your updates when you're done. This will ensure all of your version history is retained and will make it easier for you and employees to maintain and access your handbook.

Doing something else? First, feel free to run your idea by us and we'll let you know if if it's the most efficient way to go.

If you're ready to just go for it and clone a handbook, here's how.

On your HOME page or DOCUMENT LIBRARY, hover over the handbook you'd like to clone, then click the gray down-arrow button next to the gray Edit button. Choose "Clone" and follow the prompts from there.

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