The duplicated document can have its data updated, and new commentary added, allowing for previous mappings to be reused while retaining the old document and mappings.
To duplicate a report:
Make a copy of the document that you want to duplicate.
Use this copy as a backup copy of the document.
From the Disclosure Management ribbon, select Duplicate Report.
The Duplicated Report Properties dialog is displayed.
Enter the report name of the report to duplicate in Report Name.
The report name is stored in the Mapping Repository with the taxonomy mappings and enables you to administer mappings based on the report name.
In Location, enter the destination path on the file system to which to copy the physical document.
You can also navigate to the path on your file system by selecting
and then going to the location on the Select Cloned Report Destination Path dialog box.
Table 21. Duplicated Report General Options and Descriptions
| Field | Description |
|---|---|
| Document ID | Shows the document identifier for the Office document within the Mapping Repository. Every Office document that has non-data source mappings is assigned a document identifier (also known as the documentName. The value for this property is stored as custom XML within the Office document. |
| Report Name | Specify the report name to associated with the duplicated report. The report name is stored in the Mapping Repository with the taxonomy mappings and enables you to administer mappings based on the name of the report. |
| Associated Taxonomy | Shows the taxonomy used by the duplicate report. The taxonomy is inherited from the original document. For information on changing the taxonomy, see Rolling Over Disclosure Management Documents . |
| Location | Specify the destination path on the file system to which to copy the physical document. |