Copying Subaccounts

When you copy subaccounts, all base entity attributes are added to the target entities.

  To copy subaccounts:

  1. Select Server and then select Entity Change Management.

  2. Open an ECM document.

  3. Select Accounts.

  4. Select Edit, then, Add Account Change, and then Copy Subaccounts.

  5. Under Available Accounts, select a subaccount. Use the Shift and Ctrl keys to select multiple accounts.

    Optional: Select an option in Filter Accounts to narrow the accounts that are displayed. For example, to display only input and calc accounts, select All Input or Calc Accounts.

  6. Click Add.

  7. If the subaccount exists in the target but you wish to overwrite it with new attributes, select Overwrite attributes if account exists.

  8. Click OK.