How to Duplicate the Layout
Prerequisites
We assume you have all prerequisites you may need, including:
- If needed: the VPN is configured to access the Finmars resources
- If needed: access to the Virtual Machine to work with the sensitive information
- Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
- Must have: having permissions set to allow continue with the Action in the Guide
Duplicating the Layout
***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).
***In the dropdown menu, select "Make a Copy" to create a duplicate of the selected layout.
***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).
- After copying, you can Rename the new layout for clarity and organization.
