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INSZoom:-Copy Petition from Zoom-defined to Firm-defined

This article will demonstrate the process of Copying Petition from Zoom-defined to Firm-defined.

Copy Petition from Zoom-defined to Firm-defined

 

First, navigate to the Knowledge Base ('Setup' >> 'Knowledge Base'). You will land on the petition templates page. Click on 'Zoom Petition Templates':

 

Next, find the petition you want to select and click the 'Copy' icon on the left side. This will open a pop-up confirming which parts of the petition you want to copy over and what the name should be. After clicking 'Save', you'll be able to find that petition in your 'Firm Petition Templates':