Copy Petition from Zoom-defined to Firm-defined

Copy Petition from Zoom-defined to Firm-defined

Need to take a Zoom petition template and copy it over to be a firm-defined? Here's how.

First, navigate to the Knowledge Base ('Setup' >> 'Knowledge Base'). You will land on the petition templates page. Click on 'Zoom Petition Templates':

Next, find the petition you want to select and click the 'Copy' icon on the left side. This will open a pop-up confirming which parts of the petition you want to copy over and what the name should be. After clicking 'Save', you'll be able to find that petition in your 'Firm Petition Templates':