| Action | Description | Triggers | Bulk Support |
|
Copy |
Copy the data from the selected transaction to launch a new transaction. *note: - This Only works for individual transaction, and will only copy the data. This means that the data will be transposed to the initial creation of a transaction (*Starts from the Launch Folder -> Landing Page (*If configured in the transaction workflow) -> Signing Document).
- This is recommended to capture the latest version of the document(s). |
Available when one single transaction is selected. |
No |
|
Copy Case |
Copy selected transactions (*can copy multiple transactions from a CASE) to launch a new case with the same transactions and data. If the transactions have both Landing Pages & Signing Documents as part of its workflow, the newly Case will be copied into the same state as the original (ie, Signing documents to Signing documents). Any signatures completed will be reverted back to an unsigned state so that it can be sent again to a client. |
Available when multiple transactions have been selected within a Case. Not available if transactions are selected across multiple Cases for confidentiality reasons. |
Yes |
Reference:
https://advisor360support.zendesk.com/hc/en-us/articles/11577869168023-How-to-Action-Bar
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