Right-Click Menu: Copy

This menu allows users to copy an item (task, landmark, module, web page, etc.) to their clipboard.

Copied tasks can be pasted anywhere within a workflow or landmark. If you paste a task from one workflow to another, you will need to change the role it is assigned to, as well as an update where data is saved (on a form task, changing where fields are saved > manage fields, and in an upload, Docusign, or relationship assignment task > updating primary/secondary roles). 

Modified on Mon, 18 Sep, 2023 at 2:15 PM