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Copy Asset - Quickly Duplicate Asset Records

Eptura Knowledge Center

Copy Asset - Quickly Duplicate Asset Records

Suppose you are your company's asset manager, and you just acquired 4 new identical vehicles.  You need to add each one to your lightning database.  With the Copy Asset feature, you can get the first one set up exactly the way you want, and then select Copy to make three more duplicates.  Each one will require a unique name/Asset ID, but otherwise, will be identical (including similar PM schedules, parts lists, notes, attachments, or custom fields.

How to Copy An Asset


  1. Open the Assets module
  2. Select an existing asset from the list by clicking on it, or create & save a new asset
  3. Once the asset record is open, click the Asset Details button clipboard_e7389ffcfb7bd97ee05109ce1561c78ed.png
  4. Select the ellipsis at the top of the open Asset Details window
  5. Select Copy
  6. Enter the new Asset ID, and select which items should be copied from the original asset record

  7. Select    Copy    or    Copy and Open    to finish
Use this feature to
  •  Quickly set up new records of similarly acquired assets

  • Copy an Asset you know is already set up the way you want, to ensure you don't forget anything when adding a new asset record

  • Save time and eliminate errors when creating new asset record


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