The terms used in the article below correspond to iSYBUY. To find iBAT equivalents, click on this link.
To save you time, you can duplicate an entire consultation batch and consultation project.
In this article :
The very first step is to click on the "Project" tab and then on the project of your choice.
How to duplicate a consultation batch ?
Once in the list of batches, click on the pictogram next to the "batch" you wish to duplicate.
In the pop-up window that opens, you can duplicate your consultation. Fill in the information for the new consultation to be created (1) then click on "+ create batch" (2).
A new pop-up window will open in which you just need to tick the items you want to import (1). Once you have done this, click on "import these items" (2).
Once you have done this, you will be redirected to the consultation page. You will find all the items you have ticked.
In your project, you will find your new batch just below the one you duplicated.
How to duplicate a consultation project ?
Once you are in the list of lots, click on "details" to access the consultation.
Then click on "Import a consultation".
A pop-up window will open in which you can specify which consultation you wish to duplicate (1). Then simply tick the items you want to import (2). Once you have done this, click on "import these items" (3).
The duplicated elements will then appear in your project. In this example, these are the names of the companies and the files.
Once the consultation has been duplicated, it is always possible to import other consultations to complete the elements of the consultation.
Do you have any other questions we haven't thought of? Send us your request at this address. We look forward to hearing from you!
Keywords related :
Duplicate - batch - consultation - project - Consult