# Duplicating a process flow between linked companies

## Introduction

If you are [managing multiple linked companies](/product-documentation/company-management/multi-company-profiles.md), copying process flows between them can be very useful. In this case, the duplicate process flow procedure is slightly different.&#x20;

## Need to know

* You can only copy a process flow to companies that you have been [granted permission to access.](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles/working-with-your-team-members/granting-and-revoking-permission-for-an-existing-team-member-to-manage-a-linked-company.md)
* All shapes are copied but some shapes require reconfiguration in the receiving company - reconfiguration requirements can be different when duplicating between companies. Please see our [Shape configuration in a duplicated process flow](/product-documentation/process-flows/managing-process-flows/duplicating-a-process-flow/shape-configuration-in-a-duplicated-process-flow.md#duplicating-a-process-flow-between-different-company-profiles) page.
* Existing [labels](/product-documentation/process-flows/managing-process-flows/process-flow-labels.md) are duplicated (which means they are created automatically in the receiving company).
* The [status](/product-documentation/process-flows/managing-process-flows/enabling-and-disabling-a-process-flow/enabling-and-disabling-a-process-flow-without-virtual-enviroments.md) of the duplicated flow is always set to **disabled**.
* The [version](/product-documentation/process-flows/building-process-flows/process-flow-versioning.md) of the duplicated flow is always set to **draft**.

## The steps

**Step 1**\
[Access the process flow](/product-documentation/process-flows/accessing-your-process-flows.md) that you want to duplicate.

**Step 2**\
Click the 'cog' icon to access flow settings:

<div align="left"><figure><img src="/files/1jrjopcS3JoAHEnC2jn5" alt="" width="285"><figcaption></figcaption></figure></div>

**Step 3**\
Click the ellipses that's associated with the version that you want to duplicate:

<div align="left"><figure><img src="/files/ddBEutiN7khaq1TtSUao" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 4**\
Select the **duplicate flow** option:

<div align="left"><figure><img src="/files/d88uiSegvF3yW8VWkN2I" alt="" width="563"><figcaption></figcaption></figure></div>

**Step 5**\
When prompted, choose **copy to other company**:&#x20;

<div align="left"><figure><img src="/files/ZCt5T04K0wGBzuLGzHfK" alt=""><figcaption></figcaption></figure></div>

**Step 6**\
Search for the required company profile, or browse all company profiles that you manage - for example - for example:

<div align="left"><figure><img src="/files/oQVHj26QeRXNwE0WmT3r" alt=""><figcaption></figcaption></figure></div>

{% hint style="warning" %}
The list of company profiles includes all profiles that you have permission to manage, and your own agency/partner profile.
{% endhint %}

**Step 7**\
Having selected a company profile, click the **duplicate** button to complete this operation:

<figure><img src="/files/tdBoNEZgWarpeQ9uiT68" alt=""><figcaption></figcaption></figure>

The duplicated process flow is copied into the [manage process flows](/product-documentation/process-flows/accessing-your-process-flows.md) area for the selected company profile. This may take a moment to complete and you'll see a message when the process flow is ready.

**Step 8**\
[Switch into the managed company](/product-documentation/company-management/multi-company-profiles/switching-in-and-out-of-a-linked-company.md) and edit the process flow. Check all shapes to see if any [reconfiguration](/product-documentation/process-flows/managing-process-flows/duplicating-a-process-flow/shape-configuration-in-a-duplicated-process-flow.md) is required. If a shape includes options that cannot be duplicated, it's displayed with a warning icon - for example:

<div align="left"><figure><img src="/files/yV8K80L26PL0xYErCI00" alt="" width="271"><figcaption></figcaption></figure></div>

{% hint style="info" %}
For general information about agency/partner linked companies please see our [Linked company profiles section](/product-documentation/company-management/multi-company-profiles.md).
{% endhint %}

## Related information

* [Managing linked company profiles](/product-documentation/company-management/multi-company-profiles.md)
* [Managing team members & users for linked company profiles](/product-documentation/users-roles-and-permissions/managing-team-members-and-users-for-multi-company-profiles.md)


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://doc.wearepatchworks.com/product-documentation/process-flows/managing-process-flows/duplicating-a-process-flow/duplicating-a-process-flow-between-linked-companies.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
