Using Configuration Utilities

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

IMPORTANT

You will only be able to push between Projects which you have access to. 

User Management

Push Users

Push an individual or multiple users existing in the current project to another project/s. 

Click Here >

Push Groups

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

Click Here >

Push Distribution Rules

Push a distribution rule/s existing in the current project to another project/s. 

Click Here >

Forms Management

Push Folders 

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

Click Here >

Push Form Configuration to Projects

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

Click Here >

Push Document Triggers 

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

Click Here >

Push Quick Text

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

Click Here >

Dashboards

Push Dashboards

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

Click Here >

Saved Searches

Push Saved Searches

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

Click Here >

Workflows

Push Form Workflows

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

Click Here >