08-28-2020
08:02 AM
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08-28-2020
08:02 AM
Hi @Thomasbatson When you create the new sheet set choose the option "Select a sheet set to use as an example" and then browse to a previous sheet set from that client and select it for the example. then hit next, name the new sheet set, etc. Then hit finish and all the entered project info from the previous sheet set will be filled in (project name, number, custom fields, etc.)