Copying a workbook

If you want to create a new workbook with the same configuration as an already existing one, then you can use the Copy Workbook function.

Note: You cannot copy Cash Flow workbooks.
  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workbook Wizard.
  3. Click the Wrench icon below the workbook and select Copy Workbook from the menu to open the Enter Workbook Name dialog box.
  4. Enter a unique name for the workbook, then click OK.
    The copied workbook is added to the workbook library. To verify the content, click the Wrench icon and select Edit from the menu.