Clone

The Clone feature allows users to create a new instance or copy of the selected file. This feature is useful when you need to replicate an existing file without altering the original. The cloning process is consistent across all sections of the application. Refer to the document below to understand how the Clone feature functions throughout the application.

Clone Function: This video explains how to clone a file in the application.

Steps to Clone a File in the Application:

1. Select the file, then click the button in the bottom toolbar. This action will open a dialog box.

   

2. Go to the Clone tab, where the system defaults to Copy_Merge as the name. You can customize this name during the file cloning process. Once you’re ready, click the CLONE button to create a clone of the selected file.

Steps to Clone a File in the Application:

The Privileges feature allows users to control access and visibility of files, folders, or reports in the application.

1. Click on the Privileges tab next to the Clone tab to assign privileges. By default, the Copy current privileges and visibility checkbox is selected, which retains the same privileges and visibility as the original file in the cloned version, as shown below:

   

2. If you want to assign new privileges, uncheck the Copy current privileges and visibility checkbox. You can then select Users or Roles from the available list (or search using the Search User or Search Role option). Ensure that the selected users appear in the Selected box, and finally, click the CLONE button, as shown below:

   

3. In case of any further help, the user can click on the icon to access the AIV help documents.

4. If the user is not satisfied and wants to cancel the clone request, he can do this by clicking on the CANCEL button next to CLONE or by clicking on icon next to the icon.

In this way, you can clone the selected file and assign privileges to the chosen users in the application.

To learn more about common functionality, click on the following links:

Audit
Create Folder
Copy
Delete
Download
Move
Properties
Save as Quicklink
Share
Upload
Version
Mark as Unarchive
Mark as Unpurge