Reusing existing data rooms in Legatics allows you to leverage previous work, ensuring consistency and saving time. This feature enables you to duplicate data rooms, preserving their structure and content.
Prerequisites: You are Matter Admin on the matter
Good to know: This feature is great for creating tailored data room for different participants. Start with a "master" data room, duplicate it, then remove any folders or documents not needed. You can then restrict access so only specific participants can view it.
Starting duplication
Open the data room you want to duplicate
Click the More button at the top right of the data room
In the drop down that appears, press Duplicate
In the pop-up that appears, update your data room name
Click Duplicate to create your data room
Good to know: We duplicate everything in your data room, except for:
Old document revisions
permissions
When the data room is duplicated, only you and any Matter Admins will be able to see the binder
Copying of files
Once your data room has been creating, files will start copying to it. You'll see the copying progress in the data room (it looks like the files are uploading).
Note: Until copying is complete, you won't be able to export documents.