Copy a company

Steps to copy an existing company.

Companies > [Company] >

Procedure

  1. Select the Companies tab to display the companies listing.
  2. Select (highlight) the company to copy.
  3. Click .
  4. In the Copy Company dialog box: indicate which data to include in the copy: All Exposure Set, Company UDCs, All Programs.

    CLFs and CLAs may be copied even if All Programs is unchecked.

  5. Select which CLF/CLA files to include with this copy operation from the listing.
  6. Enter a suffix to append to the duplicatefiles.
  7. Enter a name for the new company.
  8. Click Create Copy.

    A company can also be copied when working in the Relationships tab. All saved relationships will be included in the copy.

    To view the status of the copy and access a log file, open the Activity Monitor.