3.31.7 Copy Attributes

This topic provides the systematic instructions to copy attributes.

If you want to create a new Wrap Fund record with the same attributes of an existing one, you can copy the attributes of an existing Wrap Fund record to a new one.

1. Retrieve the record whose attributes the new Wrap Fund record should inherit. You can retrieve the record through the Summary screen or through the F7-F8 operation explained in the previous sections of this chapter.
2. Click on Copy.
3. Indicate the ID for the new Wrap Fund record. You can, however, change the details of the new record.

(Optional) Enter the result of the procedure here.