Transfer Pacts

As long as you are a member of both the sending and receiving workspaces, we have a function where you can transfer pacts and associated records between workspaces.

1. Open the pact.

2. From the overview page, click on the three elipses in the upper right hand corner.

3. Select Transfer.

4. Acknowledge the setting changes by clicking the check box.

5. Select the destination workspace.

6. Click Save.

You’ll notice that the Recipient has changed on the overview page.