What is a site copy?
A site copy is the process used to transfer the configuration (build structure) of a test site to a live site, in a controlled manner. Site copies are scheduled by a System Administrator as often as needed, and typically take place after changes to the test site have been made.
Top Tip
- A site copy will not include changes to the dashboard templates, board templates, lookup tables, users or role permissions. Management of these must be done directly on the live site.
Destination site
In the Test site go to the Administration Cog > Schedule a Site Copy. Complete the pop-up.
Current Database: This is where the configuration will be copied FROM i.e. if you are logged into the Test Site the current database will be the Test Site.
Target Database(s): These are the target databases. These databases are where the configuration will be copied TO. If you just have a Test/Sandbox and Live site, then there will only be one database to choose from. Tick the relevant target database.
Select options to copy
These are the elements which can be included in a site copy:
- Stages & Governance Reports will copy over the core aspects of the site configuration/build i.e. launching a new stage or governance report, updates to an existing stage or governance report i.e. changes to field descriptions, navigation sections, help text, character limits etc. Updates to approval workflows.
- Stat Tiles will copy over any updated tiles (legacy function).
- Application Messages will copy the wording in all email messages.
- Stage Default Folders will copy across a new default project folder structure for all projects. See How to create a folder structure for new projects for more information.
- Stage Defaults will copy across any new default tasks & milestones for all projects. See How to create a default set of tasks & milestones for more information.
- Notifications will copy across active notifications and message wording.
- Feed Controls will copy across any updates made to the feed controls. See How to amend which controls are displayed in Feeds for more information.
- Matrices will copy across any updates made to the system matrices i.e. Risks, Stakeholders. Please note: changes to the colour and score can only be made by Verto Support.
Please note: new or changes to existing dashboards, boards, lookups and users are not included in a site copy.

Pick a date
Copy Date: This will be the date when the control copy will happen. Site copies are run overnight, starting at 11:30pm.
Click on the Schedule button to book in the site copy. If you wish to cancel the scheduled control copy this can be done by clicking on Delete Schedule.
System Administrators will receive a system generated email to confirm that the copy has been completed successfully.