Duplicate notes across project

Copy notes and transcription across project along with associated highlights and participants.

You can now create duplicates of notes across project. UserBit takes care of handling highlights and participants automatically.

The new copy functionality does the following:

  • If highlight tags does not exist in the destination folder, the relevant tags and tag categories are automatically created.
  • If the tags belong to a global board, the board is automatically imported into the new project.
  • If the tags already exist, the highlights are simply added to the existing tag.
  • If attached participant does not exist in destination project, the participant will be created there.
  • If the attached participant is global, the global contact will be imported in the project.

This feature is available everywhere where you can see a collection of highlights including project reports and Client Portal.


UserBit
UserBit
Engineering