---
title: Copy a Record
description: Save time by copying an existing record in Resolution. Duplicate records on mobile and desktop, then edit only what has changed.
---

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# Copy a Record

## Learn how to copy all of the content, attachments, tags etc. of one record, into a new record. This is a useful tool for repetitive records such as drenching or compliance documents, where you can make minor changes to the information, without having to re-do the entire record.

<iframe class="hs-responsive-embed-iframe hs-fullwidth-embed" height="315" src="https://player.vimeo.com/video/1146451896?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;" width="560" data-service="vimeo" data-ready="true"></iframe>

 

### Steps to Copy a Record - Mobile

1. Navigate to the records timeline.
2. Identify the record you wish to copy (using the filters if needed).
3. Select the three dots menu at the top right of the record.
4. Select ‘Copy’.
5. Make any changes to the record as you wish.
6. Select ‘Save’.

**NOTE:** Users no longer need Manage Permissions to be able to Copy Records.

**NOTE:** The date of the record will automatically update to your current date when copying a record.

![Steps to Copy a Record - Mobile-1](https://support.resolutionapp.co.nz/hs-fs/hubfs/KB%20-%202026/Steps%20to%20Copy%20a%20Record%20-%20Mobile-1.png?width=670&height=640&name=Steps%20to%20Copy%20a%20Record%20-%20Mobile-1.png)

### Steps to Copy a Record - Desktop

1. Navigate to the records timeline.
2. Identify the record you wish to copy (using the filters if needed).
3. Select the three dots menu at the top right of the record.
4. Select ‘Copy’.
5. Make any changes to the record as you wish.
6. Select ‘Save’.

**NOTE:** Users no longer need Manage Permissions to be able to Copy Records.

**NOTE:** The date of the record will automatically update to your current date when copying a record.

![Copy-a-Record---Desktop-1](https://support.resolutionapp.co.nz/hs-fs/hubfs/KB%20-%202026/Copy-a-Record---Desktop-1.jpg?width=670&height=359&name=Copy-a-Record---Desktop-1.jpg)

![Copy-a-Record---Desktop-2](https://support.resolutionapp.co.nz/hs-fs/hubfs/KB%20-%202026/Copy-a-Record---Desktop-2.jpg?width=670&height=359&name=Copy-a-Record---Desktop-2.jpg)

### Best Practices

- This is a useful tool to use when you have records that are very similar in structure, such as a weekly shed cleaning checklist. Instead of re-writing the whole checklist, you can copy the record, adjust where need be, delete the previous photos and add new ones. Saving a lot of time.

### Related Articles

1. [Create a Record](https://support.resolutionapp.co.nz/records/create-a-record?hsLang=en-nz)
2. [User Permissions](https://support.resolutionapp.co.nz/users/user-permissions?hsLang=en-nz)
3. [Edit a Record](https://support.resolutionapp.co.nz/records/edit-a-record?hsLang=en-nz)
4. [Transfer Record to a Task](https://support.resolutionapp.co.nz/records/transfer-record-to-a-task?hsLang=en-nz)

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