Copying Transition Plan results

You can copy the Transition Plan results to your computer's clipboard and paste it to your system. You can choose to copy the results as Text or XML

  • In the Review Summary screen, select COPY AS ...

    The Copy & Save dialog appears and shows the Transition Plan Summary information along with the character count..

  • Before copying the information to the clipboard, optionally, do any of the following:
  • Switch from TEXT to XML view.
  • Select a different setting under Configurations.
  • Edit the text by selecting the pencil icon (pencil icon) and making changes. You must be in TEXT view to make edits.

  • Note: If you select a different setting after you make text edits, you will see a warning that your edits will be erased.

  • Select COPY TO CLIPBOARD.
  • Paste the information to your system.
  • When you have finished copying, select the (X) to close the dialog.

    You have now completed the transition plan.

  • Optionally, continue with any of the following tasks:
  • Create a new transition plan or start a new review.
  • Select Menu to exit the workflow and return to a previous screen. Then, optionally, select an option from the navigation pane.