The copy feature will allow you to save time each year by making a copy of your existing program, rather than having to start over each year. The copy process is a simple easy to use process without copy tool wizard.
To start a copy you will first need to head to the "My Programs" table, this can be accessed from the top menu by hovering over programs and selecting my programs. This will load up a table of all active and inactive programs associated with your account, find the program you want to copy and click the copy button next to it to start the copy wizard.
This will load the copy wizard, which will walk you through the copy process step by step. You can navigate the copy wizard using the Next and Back buttons in the tool itself.
On the second page of the wizard, you will see the copy options, this is where you can rename the program for the new year as well as set up your deadlines for the programs.
You can also set up what you want to be copied over by checking or removing checks next to options you want to be copied or not.
With the above option, you can also choose how the existing program is handled after the copy, by default the current program will turn inactive, but you can set it to stay active by toggling the above switches.
Once you are done setting everything up to your liking, you can click the "Start Copy" button located in the bottom right corner of the copy wizard. Depending on the size of your program this may take several minutes to copy.
Once the copy has completed, the page will refresh and you will see a green banner at the top of the screen. Simply head back to My Programs and you will see your new copy listed.