Duplicating an Entity Record

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Copy and paste an existing entity record

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 change the status of that entity to Template.

Once you have changed the status of the entity you want to duplicate to Template you can then go to the Entities page and create a new Entity from Template

Once you have selected Continue as shown above you have the option to change the name of the entity and also copy over the folder structure for the Virtual Minute Book or Document Folders from that entity as well. 

After you have made you changes and selections you click create and you will now have a duplicated entity.

Last step, don't forget to change the entity status back its original status!