Can clients be copied?
Information about copying or cloning client profiles in Grantd.
Client Copying
No, clients cannot be copied or cloned in Grantd.
Each client profile must be created individually with their specific information.
Alternative Approach
If you need to create multiple similar client profiles:
- Create each client profile separately using the + Add Client button
- Input their unique information
- Use document upload for automatic extraction to speed up the process