The Copy Settings tool in eCourtDate Console lets you duplicate agency settings from one agency to another, saving time when setting up new agencies or replicating existing configurations.

### Overview

Setting up a new agency from scratch can be time-consuming, especially when your agencies share similar configurations. The **Copy Settings** tool in eCourtDate Console allows you to select a source agency and copy its settings to a destination agency in just a few clicks. This is particularly useful for multi-agency administrators who need to maintain consistent configurations across agencies. After running the tool, the destination agency will have an independent copy of the source agency's settings.

### Prerequisites

Before using the Copy Settings tool, ensure you have:

- Access to the [eCourtDate Console](https://console.ecourtdate.com/)
- An existing source agency with the settings you want to copy
- A destination agency that will receive the copied settings
- Console administrator permissions

If you do not have a source agency configured, you will need to create one and set up the desired settings before copying.

### How-To Steps

#### Step 1: Log in to eCourtDate Console

1. Navigate to the [eCourtDate Console](https://console.ecourtdate.com/).
2. Enter your credentials and log in.

![Console login screen](https://s3.amazonaws.com/ecdassets/images/articles/login-console.png)

#### Step 2: Open the Tools page

1. Click **Tools** from the top navigation bar.

![console tools tab](https://ecdassets.s3.amazonaws.com/images/articles/console-tools-tab.png)

#### Step 3: Configure and run Copy Settings

1. Locate the **Copy Settings** form on the Tools page.
2. Select the source agency from the **From Agency** dropdown.
3. Select the destination agency from the **To Agency** dropdown.
4. Choose which settings you want to copy by customizing the options in the **Copy Settings** section.
5. Click **Run Tool** to start the copy process.

![console copy settings](https://s3.amazonaws.com/ecdassets/images/articles/console-copy-settings.png)

### What to Expect

After clicking **Run Tool**, the selected settings from the source agency will be duplicated to the destination agency. The copy process creates an independent set of settings, so any future changes to either agency will not affect the other. Changes take effect immediately once the copy process completes.

### Best Practices

- Review the source agency's settings before copying to ensure they are up to date and correct.
- Start with a staging agency as the destination to verify the results before copying to a production agency.
- Document which settings you copied so you can track configuration changes across agencies.
- After copying, review the destination agency's settings to confirm everything transferred as expected.

### Frequently Asked Questions

**Q: Will copying settings from one agency affect the original agency?**
A: No. The copy process creates an independent copy of the settings. The source agency remains completely untouched.

**Q: Are there any restrictions on the settings that can be copied?**
A: Most agency settings can be copied, but certain user-specific or sensitive information will not be transferred. This includes login credentials, user-specific permissions, and private data.

**Q: Can I copy settings to multiple agencies at once?**
A: No. The Copy Settings tool works with one source and one destination agency at a time. To copy settings to multiple agencies, run the tool separately for each destination agency.

### Troubleshooting

**Issue:** Copy Settings tool does not appear on the Tools page.
**Symptoms:** You do not see the Copy Settings form after navigating to the Tools page.
**Solution:**

1. Verify that you are logged into the eCourtDate Console (not the main eCourtDate application).
2. Confirm that your account has Console administrator permissions.
3. Refresh the page and try again.

**Issue:** Settings did not copy as expected to the destination agency.
**Symptoms:** The destination agency is missing some settings or has unexpected values after the copy.
**Solution:**

1. Verify that the correct source and destination agencies were selected.
2. Check the specific settings options you selected during the copy process.
3. Re-run the tool if needed, ensuring all desired settings are selected.

> **Important:** If you continue to experience issues after following these troubleshooting steps, sign in to eCourtDate and create a ticket by clicking the ticket button in the bottom right corner of the screen.

### Related Articles

- [How to Bulk Reset Agency Settings](/how-to-bulk-reset-agency-settings)
- [How to Set Up a New Agency](/how-to-set-up-a-new-agency)
- [How to Create a New Agency](/how-to-create-a-new-agency)