Cloning a Report Video Script
This video will demonstrate how to clone an appraisal report
There may be times when an appraiser wishes to use an existing report as the basis for a new one. This can be done one of two ways – open an existing report and save as a different name the second option is to use the New As Clone feature. AgWare recommends that you utilize the New As Clone feature because it ensures that the original report will not be altered in any way or “accidentally” overwritten.
To clone a report, click on the File tab in the ClickForms software and click on New As Clone. This will open a directory allowing you to choose the report to clone from. Select the report and click open. You will notice that the original file name will have changed to “untitled container”. After you see that the file name has changed, it’s always a good idea to go ahead and save the report with a new name. Any changes that are made to a cloned report will not affect or alter the original report.
To recap, AgWare recommends that you use the New As Clone feature rather than using the save as function. A cloned report can be created by going to the File tab and clicking New As Clone. It is important that you review all aspects of your cloned report, because the software will not strip out any data.
If you have any questions or comments about cloning a ClickForms report, feel free to give us a call at 605-787-7871, or send an email to [email protected]