The copy row option of the Contracts App enables businesses to easily add new rows with the information present in the existing row. This will save time and improve the productivity of your employees. Let’s walk through the steps to copy a row in the Retainer Services table.
Steps to copy a row
- In the Contracts App of Apptivo, select Settings from the app header.
- Go to Customize App → Master Layout from the left navigation panel of the Settings page.
- Scroll down to the Retainer Services table in the Master Layout. Click on it to view the Inspector tab.
- Here, navigate to the Actions section and enable the toggle for Copy Row.
- Save the changes.
- Now, create a new contract or open an existing contract. Here, go to the Retainer Services table.
- On clicking the Copy Row icon, a new row is added with the information present in the selected existing row.
