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Duplicate a non-financial driver

How to duplicate an existing non-financial driver.

Written by Futrli Support

Rather than create a non-financial driver from scratch, you can also duplicate an existing non-financial driver, then change it. This can save you time if you want to create a non-financial driver that's going to be similar to one you've already created.

  1. Go to the non-financial drivers section, found through the Settings dropdown in the top menu bar.

  2. On the non-financial driver you would like to duplicate, click Actions, then Duplicate.

  3. The new non-financial driver will display on the list of non-financial drivers.

You can then edit the driver like any other driver.

📎 NOTE: If you duplicate a non-financial driver created through an Excel upload, the duplicated non-financial driver will be a manual driver, not an Excel upload.

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