How to clone/replicate an existing survey

How to clone/replicate an existing survey

Step 1: Login to your CimplyBest account, you will land on your portfolio screen, as shown below. Click ‘view’ button against the company in which you wish to clone/replicate a survey.


Step 2: All the surveys created for the Company will be available in the screen shown below. Go to the survey you wish to clone by selecting the relevant financial year and click ‘Clone’ button.



Step 3: Click ‘yes’ to confirm



Step 4: Choose the entities in which you wish to replicate this survey into and click submit. 


Step 5: Once cloned successfully, message appears.


If the survey is cloned into another entity, go to the respective entity and follow as indicated in Step 5

Step 6: Go to ‘Editor’ and proceed to make required changes.


To know how to edit a survey, click here: Steps to edit a survey