When creating a new project, you can use some data from another project.
The categories
The rooms
The statuses
The participants
The folder structure
What cannot be copied :
The access rights and the link with the participants
The documents
The points
The lists
To import some data from an already existing project:
Create a new project by clicking on the + bottom right corner and fill in the general information of the project before clicking on Save
Browse through the other tabs
Categories
Click on Import
A menu will then pop up, in which you can choose to import data from Excel or from another project.
When you are importing from another project, you should first choose from which project you want to import and then which categories, subcategories, subjects and descriptions you want to import. For this, you will need to check the corresponding boxes.
Click on Import and then on Save to add the categories and subcategories to the "new" project.
Rooms
Click on Import
A window will then pop up in which you can choose to import from Excel or from another project.
When you choose to import from another project, you should check the project and rooms you want.
Click on Import en then on Save to Add rooms to your project
Statuses
Click on Import
Choose the project that contains the statuses you want to use in the new project and click on Import.
You cannot select any status by choice. All the statuses will be imported from the selected project.
Click on Import and then on Save to add the statuses to your project.
Participants
To import participants from a project, you should enter the project and go to the Participants section
Afterwards, you should click on the "+" to import participants.
Select which participants you want to import and click on Import.
Folder structure
To import the folder structure from another project, you should enter the project and go to the Documents section
Click on the icon above the folders list
and select Import structure
Then, select the project from which you want to import the folder structure and click on Import
Note: all folders and subfolders of the source project will be imported
Got a problem? Contact our support here or ask your questions online directly on the app.