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You can copy a brief from one job bag to another.  This is done if you have job briefs that are similar and you do not want to recreate the same brief as you did on the previous job.


Here's a visual demonstration for copying a Brief from one Job Bag to another


Below are steps to show you how to copy a Brief from one job bag to another.

Step-by-step guide



  1. With the Brief that you want to edit open, click the More button and select Copy Form.

  2. The Copy Brief dialog appears. Select the relevant option below.  

    The Copy Form function will copy both the top (excluding dates) and bottom sections of the brief.

     Copy Brief to a different Job
    1. Click on the drop down arrow on the Job field, and select the job to copy to.



      To complete this process follow on from step 3 below

     Copy Brief to a different Client


    1. Click on the drop down arrow on the Client field, and select the client that you want to copy the brief form to.



    2. Click on the drop down arrow on the Job field, and select the job to copy to.


      To complete this process follow on from step 3 below

  3. Click the Copy button.




    The copied Brief will be opened.  

    You will notice that some of the information on the new brief will be based on the job you have copied to, while other information is copied through from the original brief, like the Reference field and content area.