Duplicating a document

A document in the Document Library can be duplicated through the Roll Forward option.

Duplicating a Tagetik document

Word Add-in > CCH® Tagetik Disclosure Ribbon bar > Document Management > Structure > Roll Forward

  1. Open a master document from the Library: ribbon bar > File > Open > double-click on document x
  2. Click on Structure: the Document Structure - Document x tab opens
  3. Select the root document to duplicate
  4. Click Roll Forward
  5. Enter a document name in the required field
  6. the location where the document will be saved is by default Shared Documents
  7. Select the location field to change the location where the duplicate document will be saved
  8. Choose the folder and click Select
  9. If there is at least one object on the document as an attachment source, the system displays a default off switch located on the right-hand side of the panel. Enabling the button allows the user to duplicate attachments in xlsx format in the chosen path, otherwise the system ignores the function and the user continues to duplicate only the structure of the selected document
  10. Click the enabled Next button
  11. select the down arrow to display the parameters inherited from the document
  12. Click on Add Dimension
  13. select a dimension from the list and choose an element from the hierarchies
  14. If the system has other associated databases, the user can enable them from the toggle and add the relevant dimensions
  15. Select the Next button to go to the third step named Formatting
  16. The user can change the formatting, in particular can change both the template and the country language to be applied to the numeric format (see Create a document)
  17. or kept as it is.
  18. Click Roll Forward to create the document
  19. Click on Previous to return to the Parameters tab.

Note - If the entered document name is similar to the one being duplicated, or if the structure contains partial documents already present in the destination folder, clicking the Next button will cause the system to block the user and display a warning message “Document already exists”, along with a list of the affected documents

Likewise, if the user has enabled the toggle switch and the names of the attached files already exist in the destination folder, the system will block the user and display a warning message “Document already exists”, including a list of the relevant files

Click Edit to go back and change the name or choose another location.