Copying Completed Task Forms and Documents with Data?
As a Client Admin/Deal Manager you can copy a completed document or form with all its information to another stage/pathway. The user has to be either a manager or client admin in both pathways:
1. Click on the three ellipses of the completed document/form that you want to copy, and select 'Copy Task'.
2. Select the 'Pathway' and 'Stage' to which you want to copy the task.
3. Activate the 'Copy Content' switch, and click 'Yes'.
4. Click 'Ok'.
5. The task will now be in the pathway and stage you selected with all the information from the completed version.
