Ability to Copy Mapped Documents into other Folders
gathering votes
R
Robert Reimensnyder
There should be a way that if I have a document in the New Group (Example: Deal Checklist) that is already Mappped, that I can copy that Mapped Document into the Used Folder. There are a number of documents that are used in multiple sale types. If we could copy the mapped document we wouldn't have to go in and remap every time.
Shawn Goebel
gathering votes
Shawn Goebel
Robert Reimensnyder Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Great to hear your perspective, Robert Reimensnyder! I have a few more questions for you:
- What specific types of documents are you frequently needing to copy and map into different folders?
- How often do you need to copy mapped documents into other folders?
- Are there any specific challenges you face when remapping documents that this feature could help alleviate?
R
Robert Reimensnyder
Shelby Parker Its not that I frequently have to do this, but even doing it once is enough to have this feature since we have the documents already mapped.
As new forms come out, if we have a New Car Packet, Used Car Packet, etc, it would be very beneficial to only have to Map the document 1 time. It takes time to map out a document, and to do it more than once doesn't make sense.
It not a challenge to map a document, but if it is the SAME document that is already mapped, why cant that just be copied and entered into another packet without having to map it all again?