Copying documents to Investigative Sites

This option is helpful when Administrator users wish to distribute the same document, such as training documents, across different investigative sites. To avoid copying these documents one by one, you can use this option in the Documents Cart.

1. Add required documents to the Documents Cart
2. Click the arrow next to the Documents Cart. A pop-up opens.
3. Select the documents that you wish to clone for other Investigative Sites.
4. Click Copy and select Investigative Sites. Refer to the screenshot below.

   

5. The Clone Documents to Investigative Sites window opens up and asks you to select investigative sites. Click the radio button next to your choices.
   • If you choose All Sites, click Next to select the folder to which the documents will be cloned.
   • If you choose Specific Sites, click Next, and it will give you site choices in the next section.
   • If you choose By Country, a dropdown with the list of countries gets activated for you to choose from.

   

6. Click Next folder selection.
7. Once the folder is selected, click Copy. The documents are copied to the Investigative Site folder. Refer to the screenshot below: