Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Pass Documents from Request to Project after Conversion

Avatar

Level 2

Anyone know of a way to set the system to automatically pass documents from the request to the project after conversion?

2 Replies

Avatar

Level 2

Our workflow automatically passes documents from the request to the project. However, proofs are not passed automatically during the conversion and don't keep any proof comments from the request. Currently we have to move the proof from the request to the project manually in order to retain proof comments. This would be great to fix. 

Avatar

Level 3

Our documents automatically pass over too, but not proofs so we don't have any users generate proofs in requests.