How to Copy a Project

This feature allows Admin users and users with Admin rights to copy a project from the project list view.

1. Hover your mouse over the right side of the project you want to copy and 3 horizontal dots will appear. Click on the dots and a drop down will appear. Click on "Duplicate".

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2. You can use the same template or choose a different template

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3. If you use a different template, you have the ability to filter the templates by type and then choose the template. Only fields with matching field keys will be copied.

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4. If you only want specified fields copied over that were set in the template, check "Only copy fields that have copy flag checked.

5. Click the create copy button and a new project is created, using the template selected

  • A new project is created and the fields values from the original project are copied into the new project
  • If a different template is selected, fields with field keys that match the original will be copied.
  • Photos and Documents are not copied over.
  • User is taken to the project page for the new project

Have additional questions?  Please contact us at support@fotonotes.com and we'd be happy to answer them.

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