---
title: "9. Copy a Solicitation Record"
slug: "9-copy-a-solicitation-record-1"
updated: 2026-09-16T14:37:03Z
published: 2026-09-23T13:22:03Z
canonical: "wiki.cobblestonesoftware.com/9-copy-a-solicitation-record-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 9. Copy a Solicitation Record

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**9. Copy a Solicitation Record**

*Module: Solicitations › Solicitations › 9. Copy a Solicitation Record*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Every solicitation record header carries an **Actions** menu next to **Edit All**, which is the expected home for a Copy/duplicate action per the legacy topic's description ("**Copy This Sourcing Record**" from the side menu). This review was not able to confirm the menu's specific contents live: the **Actions** dropdown closed immediately on every attempted click in this environment, a UI behavior observed intermittently across several other admin and record menus this session as well. Staff needing to duplicate a solicitation (for example, to recreate an auto-renewing bid) should open the **Actions** menu directly on a record to see its current options, since this could not be verified end-to-end in this pass.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789568942278.png)Solicitation Details - Actions Button

# 2. Key Elements

- The **Actions** menu sits at the top of every solicitation record, next to **Edit All**
- This is the expected location for a Copy/duplicate action based on the legacy record's "**Copy This Sourcing Record**" behavior
- This review could not keep the **Actions** dropdown open long enough to confirm its exact menu items in this QA environment
- Confirm the current copy/duplicate option directly on a live record's **Actions** menu rather than relying on this entry alone

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789568987228.png)Solicitations Details - Create New Record

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789569307122.png)Solicitations Details - Copy this Solicitations

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789569050453.png)Solicitations Details - Copy this Solicitations Popup