> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roll Forward

> Carry forward documents and simplify project creation for new periods.

The roll forward feature allows you to:

* Simplify the creation of new projects
* Carry forward files from the prior period

## Normal vs. placeholder roll forward

Documents can either be rolled forward **normally** or as **placeholders**:

* **Normal** — The document is copied to the new project as-is
* **Placeholder** — A placeholder with the same name is created in the new project, allowing you to upload the appropriate document for the new period

Placeholders are useful to give you a hint which documents to include in the next period's project.

## Set documents to roll forward

On the **Documents** tab, you can set multiple documents to roll forward by:

<Steps>
  <Step title="Select documents">
    Select which documents you wish to roll forward using **Cmd/Ctrl + Click** or **Shift + Click**.
  </Step>

  <Step title="Choose roll forward type">
    Click the roll forward icon and select either **Roll Forward** or **Roll Forward as Placeholder**.
  </Step>
</Steps>

Documents set to roll forward will display a purple roll forward icon.

To set a single document as roll forward, right-click on it and click **Edit document settings**.

## Roll forward a project

When you are ready to roll forward a project:

<Steps>
  <Step title="Go to the prior period project">
    Navigate to the project you want to roll forward from.
  </Step>

  <Step title="Open the dropdown">
    Click the dropdown at the top of the project.
  </Step>

  <Step title="Roll forward">
    Click the **Roll Forward** button and update any details as needed before creating the project.
  </Step>
</Steps>

<Tip>
  Make sure your roll forwards and placeholders are properly marked before rolling into a new project.
</Tip>