Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

INSZoom:- Create Firm Defined Petition from Zoom Defined Petition

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':