Overview
At times a user finds it desirable to not just perform a Save As of a Package, but instead Clone the contents of the Package so that minor adjustments may be made to a second version of the reports or documents without disturbing the originals that still reside inside the initial Package.
This is when Cloning becomes desirable. The Cloning feature must be enabled by Qvinci Support.
- Qvinci for Franchises
- Qvinci for Accountants
A User May clone an Existing Package via the Following Steps
Step 1. From the Reports & Libraries > Libraries menu.
Step 2. Open the desired Package in Edit mode.
Step 2. Use Save As from the left side of the screen to make a copy of the Package.
Step 3. Open the newly saved Package.
Step 4. Click the Clone Sections button.
- You will be prompted for a suffix that will be appended to the end of the new Reports and Documents that appear in the Package.
- The total name of each Package Section, including the suffix, cannot exceed 50 characters.
- Only the Package Sections are cloned. Any header and footer are left as is but may be manually replaced.
- The layout and formatting information for each cloned section is also copied over from the original section layout.
Have Questions?
We're More Than Happy to Help
Schedule a call with Customer Success below, email us at support@qvinci.com or call us at 1-512-637-7337 Ext. 1 Available M-F, 7:30am-6:30pm CT and it is always FREE!
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