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How do I copy an event from a parent account to a sub-account?

  •  08-03-2006, 11:04 AM

    How do I copy an event from a parent account to a sub-account?

    Topic:

    How do I copy an event from a parent account to a sub-account?

    Solution:

    If an event exists in one of your RegOnline accounts, than you can use that event as a template in any other Sub-Account that you have with RegOnline.  This will allow you to, essentially, copy the registration form between accounts so that you don't have to build a new one from scratch.

    To do this:

    1. Sign in to the Parent account where the event exists and select the event that you want to make available in the sub-account. The selected event will be highlighted in blue.
    2. Click and drag the event into the Templates folder. A pop-up message will display asking if you’d like to make this event available as a template - click OK. A copy of this event will be added to the Templates folder.
    3. Right-click on the Templates folder and select Share Templates. The Share Templates window will display.
    4. Check the box(es) for the sub-account(s) in which you want this template to be available, and click OK.
    5. From your Folder List, select Other Accounts then click on the Sub-Account where you want this event to be copied. A pop-up message will display asking if you’re sure you want to log in to this account; click OK.
      • You will be logged out of the Parent Account and into the Sub-Account you selected. 
    6. Click the Events folder, then click on the down arrow icon to the right of the Create a New Event link. A drop down menu will display.
    7. Select the option to Create from template. A new window will open.
    8. Select the template that you created from the list and click OK. The Event Builder will open to edit and save the new event.
    9. Make any appropriate changes and save your new registration form.

    Additional Information:

    None.

    Related Links:

    Keywords:  move event, moving an event, account, accounts, between, copy, cut, paste, copying, sub account, sub-account, template, templates, subaccount, sub-accounts, sub accounts, copy event between accounts, from one account to another



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