I have already completed an envelope previously, is there a way to copy the data from my existing envelope?

I have already completed an envelope previously, is there a way to copy the data from my existing envelope?

If you have already completed an envelope previously and are issued a new one, you can use the auto-complete function on CrewStart.
This function can also be used across multiple projects that you have worked on.

This function allows you to copy any existing data you have previously entered from another envelope. 

*Note, if you are using the auto-complete function to use the data from a previous envelope issued to you, this function will only work if you are you completed your previous envelope with the same credentials you are using to complete your latest one. 

To use the auto-complete function, navigate to 'Form Details' like shown in the below screenshot and select the option auto-complete.




Select the option auto-complete option and you can then select which envelope you would like to copy the data from.




    • Related Articles

    • Sending an Envelope

      Before sending the envelope to a new hire, the authorised user can fill out a pre-send section with details that specifies the deal provisions for the hire. There is also the option to auto-complete from previous forms sent. Select the Send Envelope ...
    • I have entered incorrect information on my envelope - How can I change this?

      You can only make changes to your envelope when you are completing it. If you have already completed your envelope, you would need to contact the production that you are working on so they can re-send the envelope to you.  Once the envelope has been ...
    • Re-send an envelope

      If an envelope has been sent out to a crew member and changes need to be made, the envelope can be resent. *Note- The envelope can only be sent during pending completion or pending approval (the contract has not reached final approval).If the ...
    • Rejecting an envelope

      User If you are dissatisfied with any information on your envelope that is non-editable (already prefilled by the production), you can click on the Reject button on the top left of the screen. You will be prompted to enter the reason for rejecting ...
    • How to tag an envelope on hold

      An envelope can be tagged as On Hold and further below you can see how to set the tag. We can tag the envelopes to be “On Hold” if they are not ready to be approved and leave the comment why they are on hold. Tagging can be done from; On Envelope > ...