Importing a fund template from an existing engagement

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If you have administrative permissions, you can import fund data from an existing engagement for use as a fund template.

  1. Click the Administration button in the navigation pane and click the Fund Templates button.
  2. Click the Import Import fund template button button in the Funds tab.
  3. Choose Engagement from the Source drop-down list.
  4. Click the Client field, select a client, and click OK.
  5. Select an engagement, and click OK.
  6. Enter a name for the template and mark the Exclude Sub Funds checkbox or Exclude Fund Sets checkbox as needed. AdvanceFlow includes sub funds and fund sets by default.
  7. 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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