The procedure to clone a paragraph in the statement bank is as follows:
- Navigate to Quick Menu > Communication Engine > Communication > Standard Communication. The Standard Communication Maintenance window is displayed.
- Click on Paragraphs. The Paragraphs tab is activated.
- Expand a company heading from the alphabetical list and select an associated paragraph, or type its name into the Search Paragraphs field. By default the list is filtered to show Current paragraphs. An alternative filter can be applied using the Filter by drop-down field: Expired, Future or All combinations
1.
- Click on Clone. The Standard Communication Maintenance window is populated with all the attributes of the source paragraph.
- Enter the Paragraph Name for the new copy into the field provided
1.
- Amend the Effective from date for this paragraph, as required i.e. the date on which the paragraph came into effect
2.
- Amend the Effective to date for this paragraph, as required i.e. to specify the valid duration; a blank field means the paragraph will never expire.
- Click on Save. The paragraph clone is displayed in the alphabetical list, underneath each associated company.
Tip
1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all standard templates.
Note
1 The Search Paragraphs field will match against any element of the paragraph name.
2 The Effective from date defaults to the current system date and cannot be left blank.
See related topics...
To add a new paragraph to the statement bank
To add content to a standard template
To create a new standard template
To clone a standard template
Standard template and paragraph library overview