Some of the same companies and contacts, if not all, might remain the same from one project to the next. Copy Companies and Contacts from One Project to Another or to a Database Group in the same database greatly reduces the data entry effort, enabling you to create the project quickly. You can also copy contacts from a project to a database, or from a project to a template.

Copy From

Click browse to open the Select Project Dialog Box to choose the project from which you want to copy companies. This list shows all companies from the selected project.

• Highlight a company, and click Add to add the company and its contacts to the list of companies for the project.
• To copy all companies, click Add All.

Copy To

This list shows the companies that are currently in the destination project (or database, or template, depending on where you accessed this dialog box from) as well as companies that are being copied to the project, database, or template.

• Highlight a company, and click Remove to remove a company from a project.
• To remove all companies, click Remove All.

  Notes:

  • If Contract Management detects duplicate contacts, it will not overwrite the original contact with the new one.
  • You must have Add rights to the Company Directory log for the target project. Rights are set in the User Project Access Dialog Box.

How to access this dialog box:

• If you want to copy companies to a database so that they are accessible to all projects, right-click on the top-level folder (All Projects) and click Copy Companies.
• If you want to copy companies from one project to another, right-click on the project in the Project View to which you want to copy contacts, and click Copy Companies.
• If you want to copy companies from a project to a template, right-click on the template in the Project View to which you want to copy contacts, and click Copy Companies.

Or

1. From the Project View, do one of the following:
   • Right-click on the top level folder (All Projects) and select New Project.
   • Right-click on the Templates folder and select New Template.
2. Click the Contacts tab.

   Note: You will need to enter a Project Name and Title before clicking this tab.

3. Click Copy Companies.

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