Merge pull request Expensify#82884 from Expensify/helpsite-duplicate-workspace

[No QA] Update Duplicate-Workspace.md

Author: kadiealexander

docs/articles/new-expensify/workspaces/Duplicate-Workspace.md

@@ -1,34 +1,69 @@
 ---
 title: Duplicate Workspace
-description: How to duplicate a workspace to quickly create a new workspace using the structure and settings of an existing one.
+description: Learn how to duplicate a workspace to quickly create a new workspace with the same structure and settings as an existing one.
+keywords: [New Expensify, duplicate workspace, copy workspace, workspace settings, create new workspace, Expensify workspace]
+internalScope: Audience is Workspace Admins. Covers how to duplicate an existing workspace, including which settings are copied and how to review before creating the new workspace. Does not cover configuring or deleting workspaces.
+---
+
+# Duplicate Workspace 
+
+Duplicating a workspace helps Workspace Admins quickly create a new workspace using the same structure, settings, and configurations from an existing one. This is ideal when setting up multiple workspaces with similar configurations, categories, or accounting connections.
 
-keywords: [New Expensify, workspace settings, duplicate]
 ---
 
+## Who can duplicate a workspace in Expensify
+Only **Workspace Admins** can duplicate an existing workspace. Members without admin access won’t see the duplicate option in the workspace menu.
+
 ---
+## How to duplicate a workspace
+Follow these steps to create a new workspace based on an existing one:
 
-# How to Duplicate a Workspace
+1. In the navigation tabs (on the left on web, and at the bottom on mobile), go to **Workspaces**.
+2. Select the three dots **(⋮)** next to your workspace name and choose **Duplicate Workspace**.
+3. Enter a name for your new workspace.  
+4. Choose which data and settings to carry over. You can select from:
+   - Overview  
+   - Members  
+   - Reports  
+   - Accounting Connection  
+   - Categories  
+   - Tags  
+   - Taxes  
+   - Workflows  
+   - Rules  
+   - Distance Rates  
+   - Per Diem  
+   - Invoices
+   - Travel
+5. If you choose to copy Members, review and confirm your selections before proceeding.  
+6. Click **Continue** to create your new workspace.
 
-Duplicating a workspace allows you to quickly create a new workspace using the structure and settings of an existing one.
+![Click Duplicate Workspace]({{site.url}}/assets/images/ExpensifyHelp-DuplicateWorkspace_01.png){:width="100%"}
 
-## Steps to Duplicate a Workspace:
+![Choose which data and settings to carry over]({{site.url}}/assets/images/ExpensifyHelp-DuplicateWorkspace_02.png){:width="100%"}
 
-1. Navigate to **Workspaces > More > Duplicate**
-2. Name Your New Workspace: When prompted, enter a name for your new workspace.
-3. Choose the data and settings you want to carry over to the new workspace. You can customize which elements are duplicated, including:
-- Overview
-- Members
-- Reports
-- Accounting Connection
-- Categories
-- Tags
-- Taxes
-- Workflows
-- Rules
-- Distance Rates
-- Per Diem
-- Invoices
+---
+
+## What happens after duplicating a workspace
+Once duplication is complete:
+- A new workspace will appear in your **Workspaces** list.  
+- The new workspace will include all selected settings and configurations.  
+- Any copied Members will retain their assigned roles.
 
-**Note:** If you’ve chosen to copy Members from a current workspace to the new duplicated workspace, you’ll be asked to **Review and Confirm** this will allow you to double-check your selections and click **Proceed**. 
+---
 
-Once completed Expensify will create a new workspace with your chosen configurations.
+# FAQ
+
+## Does duplicating a workspace copy approval workflows?
+Yes. If you select **Workflows** when duplicating, all approval steps and settings from the original workspace will carry over.
+
+## Can I change which workspace settings are copied after duplication?
+No. Once the new workspace is created, you’ll need to manually adjust any settings you didn’t include during duplication.
+
+## Does duplicating a workspace affect the original one?
+No. The original workspace remains unchanged. Duplication creates a separate, independent workspace with the settings you selected.
+
+## Can I rename or delete a duplicated workspace later?
+Yes. You can rename or delete any workspace at any time under **Workspaces > Settings > Workspace Info**.
+
+---