1. User Guide
  2. Staging and Account Classification Process
  3. Staging and Account Classification Process Summary Page
  4. Copy (Save as) Staging and Account Classification Process

Copy (Save as) Staging and Account Classification Process

Perform the following steps to save a Staging and Account Classification Process under a different name:

  1. Select the desired Staging and Account Classification Process.
  2. Click the Action icon.
  3. Select Save As to open the Save As window.
  4. In the Save As window, enter a name and description in the Name and Description fields.
  5. Select a folder from the drop-down list
  6. Click Save. The Staging and Account Classification Process is saved under a new name.