# Duplicating a process flow between linked companies

## Introduction

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

## Need to know

* You can only copy a process flow to companies that you have been [granted permission to access.](https://doc.wearepatchworks.com/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)
* 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](https://doc.wearepatchworks.com/product-documentation/process-flows/managing-process-flows/shape-configuration-in-a-duplicated-process-flow#duplicating-a-process-flow-between-different-company-profiles) page.
* Existing [labels](https://doc.wearepatchworks.com/product-documentation/process-flows/managing-process-flows/process-flow-labels) are duplicated (which means they are created automatically in the receiving company).
* The [status](https://doc.wearepatchworks.com/product-documentation/process-flows/managing-process-flows/enabling-and-disabling-a-process-flow/enabling-and-disabling-a-process-flow-without-virtual-enviroments) of the duplicated flow is always set to **disabled**.
* The [version](https://doc.wearepatchworks.com/product-documentation/process-flows/building-process-flows/process-flow-versioning) of the duplicated flow is always set to **draft**.

## The steps

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

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FobzhKvrYLdnB5MoFOSR4%2Fduplicate%20flow%201.png?alt=media&#x26;token=0e39641b-5ad6-4091-b258-38813a79f0d5" 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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FDDwMbkLLcDDihBgtnwE4%2Fduplicate%20flow%200.png?alt=media&#x26;token=19ff6746-707a-4e69-850a-78ec493cee45" alt="" width="563"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FgxkfV4wqZ3W40HyB0wkf%2Fduplicate%20flow%201.png?alt=media&#x26;token=820988ac-e403-4cb9-bc19-83ded70da878" alt="" width="563"><figcaption></figcaption></figure></div>

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

<div align="left"><figure><img src="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2F9abSyb9f2zsgXAbNwgWl%2Fcopy%20to%20other%20company%201.png?alt=media&#x26;token=a72b08c5-34ee-48ae-81ec-9006c9dfe512" 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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2Fqb7I9MIIXAcaukupPeO8%2Fcopy%20to%20other%20company%202.png?alt=media&#x26;token=27fa4589-2628-4718-a47d-19ffa00c73e2" 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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FiEe1Tibd7RoFRH8o3a9U%2Fcopy%20to%20other%20company%203.png?alt=media&#x26;token=fbe12b93-17f6-4152-8d36-f2d91ecfd1bc" alt=""><figcaption></figcaption></figure>

The duplicated process flow is copied into the [manage process flows](https://doc.wearepatchworks.com/product-documentation/process-flows/accessing-your-process-flows) 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](https://doc.wearepatchworks.com/product-documentation/company-management/multi-company-profiles/switching-in-and-out-of-a-linked-company) and edit the process flow. Check all shapes to see if any [reconfiguration](https://doc.wearepatchworks.com/product-documentation/process-flows/managing-process-flows/duplicating-a-process-flow/shape-configuration-in-a-duplicated-process-flow) 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="https://2440044887-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLYNcUBVQwSkOMG6KjZfz%2Fuploads%2FXU9esw8oPSLPVv2arp3u%2Fduplicate%20flow%20-%20config%20warning.png?alt=media&#x26;token=ae0493a7-315d-44ce-8aaf-d528d942f81e" 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](https://doc.wearepatchworks.com/product-documentation/company-management/multi-company-profiles).
{% endhint %}

## Related information

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