Copying and Moving Locations in Portfolio Mode

Copying and moving locations in Portfolio Mode.

Procedure

To copy or move a location or multiple locations:

  1. Open a contract list.
  2. Open the contract that contains the locations that you want to copy or move.
  3. On the Locations tab, highlight the location or locations that you want to copy or move.
  4. Click Copy/Move.

    The Copy/Move Locations To dialog box appears.

  5. Select Copy or Move.
  6. Select the target database and then select an existing exposure set or enter the name of a new exposure set.
  7. Enter a new contract ID.
  8. [Optional] Select Close on Copy/Move.
  9. Click OK.

    When Touchstone completes the copy or move operation, the Copy/Move done message appears.

  10. Click Cancel or X to close the dialog box.