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Allow Document Sections (and all children documents) to be duplicated (like a template)

Feature RequestsResources

I’m wanting to create a template doc I assign to each new coaching members (like a workbook). I can go into a document section and duplicate and transfer each doc manually but would be great if I could just duplicate the document section with children documents all at once. Thank you and I love this product <3

What problem does this solve?
Posted by timothy.bray ·
Status: Complete1 comment

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Comments1

  • Heartbeat Support

    Team•

    Nov 6

    Hi Timothy,

    Thanks for suggesting this! In Resources, where each Docs section becomes its own Resource, you can duplicate a whole folder or a whole Resource from its menu on web or desktop, and every document inside is copied along with it. If a Resource shows its folders as a list, Duplicate is in each folder row's menu. Duplicating a Resource needs the Create Resources permission unless you created it, and anyone who can edit a folder can duplicate it.

    The copies are created as drafts, so publish them when they're ready for your members.

    If your community still uses Docs, an admin can switch to Resources from the Docs page by ticking I'm ready to upgrade to Resources and clicking Upgrade my docs. If you don't see that option, or the upgrade doesn't go through, reach out to us at support@heartbeat.chat.

    While your community is on Docs, you can duplicate a document together with all its sub-documents from the document's menu, on web or desktop.

    Let me know how it goes! 😃