How do I copy a scheme?

Written By Jessica Moore (Super Administrator)

Updated at April 14th, 2026

Each scheme can be copied by cloning/exporting each individual section:

Question set - download JSON from the actions area of the QSE and import into new scheme

Rating file - download file from the rates & fees area and upload into new scheme

Endorsements - Within the endorsements editor select “import from another scheme” on the right

Rules - Within the rule builder select “import rules another scheme” on the right

Documents - Copy the source of a document and paste it into a new document under the new scheme

Reports - Clone the report and change which scheme it relates to within it report conditions. This can only be done by SchemeServe staff. Reach out to our Obsessive Support team for help.
 

  There is no “scheme clone” button, meaning you will need to create a new scheme by heading to “admin” -  “schemes” - “Create new scheme” to have somewhere to “copy” your scheme to.