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.

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

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

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

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

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

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

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

Transfer correspondence forms between projects

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

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

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