Questions answered in this article:
How do I copy a smart tree to another client?
Can I copy a branch to another client?
View the instructional video(s) on this topic below:
Related articles:
Copying smart trees to another client
Choose and select the Client name. Notice the client chart modal will appear.
Click and proceed to the Smart Trees Tab on the client chart modal.
Select the 3 vertical dots button on the specific Tree that you would like to copy to another client.
Choose and select the Copy Tree option from the dropdown menu.
Choose and select a Client name to copy the tree.
Click the Copy button on the modal.
Notice the notification modal popping up. You can check the client chart modal where the copied tree is located.
Copying branches to another client
Repeat steps #1 to 3 (see instructions above)
Choose and select the Copy Branch option from the dropdown menu of the specific branch that you would like to copy to another client.
Choose and select a Client name to copy the branch to.
Choose and select the Client Tree to copy the branch on it’s chart modal.
Click the Copy button on the modal.
Notice the notification modal popping up. You can check the client chart modal where the copied branch is located.
