Duplicate the Layout

Prerequisites

We assume you have all prerequisites you may need, including:

1. IfGet needed: the VPN is configuredAccess to accessFinmars
the
2. Link with Finmars resources
3. If needed: access to the Virtual Machine to work with the sensitive information
4. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
5. Must have: having permissions set to allow continue with the Action in the Guide
   ID

Duplicate the Layout

1. Go to the layout list. Click on the layout name to open the dropdown menu. Choose the layout you want to duplicate (for example, Profit and Loss).
   
   
2. In the dropdown menu, select "Make a Copy" to create a duplicate of the selected layout.
   
   
3. To confirm that the copy was successfully created, check the selected layout name at the top. It should indicate that it is a copy (e.g., Profit and Loss_copy).
   
4.  After copying, you can Rename the new layout for clarity and organization. Click on the Rename option.
   
   
5. A dialog box will appear where you can enter any desired name for the copied layout. Also, you can change configuration and user code.
6. After choosing a new name, click Save to confirm the changes.