Import Information from an Existing Record

Purpose

This guide outlines how to import information from an existing record into another record in a process.

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Instructions

1. Click the Options icon in the top right of the record you want to import data. Select Import from Existing Record.

2. A list of available records for import will be displayed. Select the record you wish to import from. 

3. In the right section of the screen, import information will be previewed.

4. Click the Import button in the bottom right. A confirmation modal will appear.

5. If needed, already entered data on the record can be replaced with imported data by checking the Override option.

6. Click the Import button.