What is this feature?
Earlier versions of TraceGains Customer Management allowed suppliers to duplicate a completed online form and apply it to many requests at once. We’ve brought this feature back so that it seamlessly integrates with the new TraceGains Gather® platform.
The requests must reflect the same document type in order to copy an existing online form.
Why copy online form information?
Introducing this ability to the new TraceGains Gather® Customer Management platform significantly reduces the time suppliers need to spend responding to requests.
How to copy online forms
Step 1: Navigate to your document requests dashboard: Customer Management > Requests > Documents
Step 2: Check the boxes to select two document requests of the same document type that can be fulfilled using the same form. For example: Two Item Questionnaire requests.
Step 3: Click ‘Copy Online Form’ under the Actions dropdown.
Step 4: Choose which previously submitted online form to copy in the resulting pop-up.
Step 5: Click ‘Submit’ to fulfill the request with the existing data.