Copying a fund template

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If you have administrative permissions, you can copy a fund template that you've already set up in AdvanceFlow and modify it for use as a new template.

  1. Click the Administration button in the navigation pane and click the Fund Templates button.
  2. Click the Copy Copy fund template button button in the Funds tab.
  3. Enter a new name for the template in the Name field.
  4. Mark the Exclude Sub Funds checkbox or Exclude Fund Sets checkbox as needed. AdvanceFlow includes sub funds and fund sets by default.
  5. Click OK.
  6. Modify the fund data for the template as needed. This template will be available when you need to apply the fund structure to new or existing engagements.

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