If you want to re-use data or configurations inside of an entity record for another entity record, you can duplicate an existing entity record. This will duplicate the entity name, jurisdiction and share class settings. 

To duplicate an entity, find the entity record you want as the template and hover until you see the duplicate button. Click it and a new entity record will be created.

Once you've successfully duplicated an entity record, you will want to change the name to your desired name. To do this, open the duplicate entity record and navigate to General > Entity Details and click on the entity's Name field. 

This will open the change entity name workflow. Simply enter in the new entity name on the top text box, enter in any relevant dates, and select the required checklist. If your administrator has configured, you may be able to generate documents to support the name change. 


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