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Categories Document Control
Created by Nigel Starr
Created on Mar 16, 2026

Ability to copy submittal records and assigned workflows from a template project to a newly created project

We'd like to have a template project, include a standard list of submittal records. We want this standard list of submittal records and assigned workflow templates to populate in to the new project.

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  • Eric Brock
    Mar 16, 2026

    This suggestion would save a tremendous amount of time for both admin support teams and project management/engineering teams. Thumbs way up!