One of the many time saving features in conveyIT Maestro is the ability to copy a workflow. Copying a workflow will take the workflow in its current state and copy it to the client required.
An example of why you would copy a workflow is if you were working on a subdivision and there are multiple matter numbers for the same client that you need to work through. You would set up one workflow, adding in the client data and stages required.
Once updated you click the “Copy Workflow” button
You will be presented with a dialogue box. Type in the client details that you would like to copy the workflow to, update the matter number and finally update the workflow description.
Once completed, click “Copy Workflow”. You can repeat this process as often as is needed for as many matters as you have on the go.