Copying Advisor Pagesets

To use the same data from an existing pageset for a new pageset, you can copy a pageset. All table data, Input UI data, and Output UI data is copied along with the pageset.

To copy a pageset

1. Navigate to Administration - Product, then Advisor Pagesets.

2. Select and lock a pageset.

   For more information, see "To lock a pageset".

3. From the list menu, choose Copy Record.

   A New Pageset screen appears, displaying the data for the pageset you are copying.

4. Enter a new pageset name and ID.

   These values must be unique throughout the project. If you copy the pageset to a different project, you do not have to change the pageset name and ID.

Because pageset files are only links to project files, you cannot copy them in the Pageset Files view. To copy a pageset file, use the following method.

To copy a file and associate it with a pageset

1. Navigate to Administration - Product, then Advisor Pagesets and Pageset Files.

2. Select a pageset.

3. Make a copy of the file in the Project Files view.

4. In the Pageset Files view, click New.

5. In the Files dialog box, select the file.

6. Click Add.

To use the same data from an existing project in a new project, you can copy a project. All dependent tables and files are copied with the pageset.