When editing or creating new forms, products, and emails in your system, the copy function makes it easy to save time! Simply select what you would like to copy, and a "Copy" button will appear. All details of the copied element will exist in the newly created element with a "Copy of" added to the title.
Copy Elements
- Head to the module that contains what you'd like to copy.
- Select the element(s) you'd like to copy.
- At the top of the module, you'll see a "Copy ____" button you can click.
Copy Autobill Plans
Copy Emails
Copy Forms
Copy Products
With products, there are two ways to copy. One follows the same as the rest of the system, where the product is selected and then Copy appears at the top:
The other way is to click on the product and go to the Settings tab, where the amount of copies can be changed: