Copying Site Visits to Other Properties or Stewardship Sites

If you need to copy a Site Visit from a Property or Stewardship Site to another Property or Stewardship Site, simply check the box next to the Site Visit and click the Copy button that appears on the Site Visit or Assets header.


Then, select the destination Property or Stewardship Site by searching for it by name.


Press OK and all the Site Visit's data, documents, geography, and photos will be copied and associated with the destination Property or Stewardship Site. If you no longer need the original Site Visit, it can be safely deleted.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk