The user must navigate to the investment they would like to copy/duplicate. 


Located in the provider/platform box is the 'Duplicate Investment' button. The 'Duplicate Investment' button is outlined in red below.



Once clicked, a pop-up box will appear for the user to enter the duplicate investment's name. The default will be "Name- Copy".



Once the button "Save" is selected in the pop-up box, a copy of the investment will appear on the screen, which will be automatically saved as a draft.