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 Build program 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.