Copying Tasks

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You are here:  Sage Intacct Paperless Administration > DocRoute™ Settings > Tasks >

Copying Tasks

1.To make a copy of an existing task, click the copy icon, DocRouteCopyicon-mh.
 
A Copy Task dialog box similar to the following displays:
 
DocRouteSettingsTasksCopyTaskdialog-mh
 

2.Click DocRouteCopybutton-mh.
 
The new task will be listed on the Tasks page similar to the following:
 
DocRouteSettingsTasksmainpagewithentryandcopy-mh
 

3.Click the edit icon (Editimage-mh) to make any necessary revisions, including changing the task.

4.Click Savebutton3 to update the copied task and save your changes.