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Import Entities from Bank

In order to import Entities from their respective Banks into the Account-owned collections, the following general procedure should be followed.

Open Bank Page

First click on the corresponding Bank option in the left-hand Sidebar and choose either Materials or Workflows.

Search for Entity

The list of banked entities can be searched with the help of the search text bar located at the top of the Bank page.

Execute Copy Action

Next, select the desired entries and click Copy button in the top-right actions toolbar.

Entity-specific explanations of the above procedure are available for Materials and Workflows respectively.