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Using Configuration Utilities

Using Configuration Utilities

Owned by Former user (Deleted)

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. 

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Push Groups

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

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Push Distribution Rules

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

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Forms Management

Push Folders 

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

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Push Form Configuration to Projects

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

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Push Document Triggers 

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

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Push Quick Text

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

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Push Form Data

Transfer correspondence forms between projects

Push Form Data

Dashboards

Push Dashboards

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

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Saved Searches

Push Saved Searches

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

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Workflows

Push Form Workflows

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

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