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Project Administrators will be able to access

Project Administrators have access to additional Utilities under the 'configure' module.

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Dashboards


To select a predefined Dashboard/s existing in the current project to be pushed to another Project/s. 
Note:
Note

Push Dashboards

titleIMPORTANT

You will only be able to push

Dashboard/s

between Projects which you have access to. 

Forms Management

Push Folders

Push Form Configuration to Projects

Push Document Triggers 

Saved Searches

Push Saved Searches

Workflows

Push Form Workflows



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Push Users

To select Push an individual or multiple users existing in the current project to push to another Projectproject/s. 
Note: You will only be able to push User/s between Projects which you have access to. 

Click Here >


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Push Groups

Push a predefined group/s existing in the current project to another project/s. 

Click Here >


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Push

Groups

Distribution Rules

To select a predefined GroupPush a distribution rule/s existing in the current project to be pushed to another Projectproject/s. 
Note: You will only be able to push Group/s between Projects which you have access to. 

Click Here >





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Push Folders 

Push existing folders in current project to other project/s.

Click Here >


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Push Form Configuration to Projects

Push existing form configuration in current project to other project/s.

Click Here >


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Push Document Triggers 

Push existing document triggers in current project to other project/s.

Click Here >


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Push Quick Text

Push existing quick text in current project to other project/s.

Click Here >


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Push Form Data

Transfer correspondence forms between projects

Push Form Data




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Push

Distribution Rules

Dashboards

To select a Distribution RulePush a predefined dashboard/s existing in the current project to be pushed to another Projectproject/s. Note: You will only be able to push Distribution Rule/s between Projects which you have access to. 

Click Here >



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Push Saved Searches

Push existing saved searches in current project to other project/s.

Click Here >



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Push Form Workflows

Push existing workflows in current project to other project/s.

Click Here >