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INSZoom:- Create Firm Defined Petition from Zoom Defined Petition

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

Copy Petition from Zoom-defined to Firm-defined

Follow the below steps to copy the petition from Zoom-defined to Firm-defined: 

  1. Navigate to the 'Setup' and click 'Knowledge Base'. You will land on the petition templates page. Click on 'Zoom Petition Templates'.

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2. Find the petition to select and click the 'Copy' icon on the left side.

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3. This will open a pop-up confirming which parts of the petition you want to copy over and what the name should be.

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4. After clicking 'Save', the petition will be available in your 'Firm Petition Templates'.