Wednesday, August 6, 2014

Copy Functionality

12:56 PM

A new feature has been added today!

Now you can copy an existing file to do what if scenarios or try different retirement strategies and evaluate their financial impact. For example, you can copy an existing file and try a different retirement age, life expectancy or income goal with the new file.

The file copy feature is on the first tab of the File Manager (landing page after logging in).

Enter the file ID of the file you want to copy and click the Copy button. A message will confirm the successful completion of the copy operation, an your file will appear in the file list. You can then select it and work on the file copy. The word 'COPY' is appended to the last name in order to differentiate it from the original.


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