Your selected question

Q:

How do I save a copy of an existing bulk list?

A:

If you need to set up several bulk lists with similar details or one with a detail that changes regularly, the easiest way to do this is to start with an existing bulk list, then edit the details to make a new version. For example, you may want to set up a master bulk list for salary payments and edit this for each monthly pay run.

When viewing an existing bulk list, users with the relevant privileges will see a Save copy as button. If you click this, it will take you to the Create bulk list screen for that bulk list, with all the details of the original already filled in. You can now amend these details and save it as a new bulk list. You will need to change at least one field from the original before you can save the new version and you will need to give the new bulk list a different name.

 

Did this article answer your question?