Copy a company
Steps to copy an existing company.

Procedure
-
Select the
Companies tab to display the companies listing.
- Select (highlight) the company to copy.
-
Click
.
-
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.
- Select which CLF/CLA files to include with this copy operation from the listing.
- Enter a suffix to append to the duplicatefiles.
- Enter a name for the new company.
-
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.
