Copy a Vendor/Partner Record

You can copy and modify an existing vendor/partner record to create a new record.

Copying a vendor/partner with attached documents does not copy the documents to the new vendor/partner.

To copy a vendor/partner record, complete the following steps:

1. From the GovWin Capture Management Navigation menu, click Info Center > Vendor/Partners.
2. On the Vendor/Partner Info Center form, select the vendor/partner record.
3. Click New and select Copy Current Vendor/Partner. GovWin Capture Management copies the selected vendor/partner record to a new vendor/partner record.
4. Edit the vendor/partner information and specify a unique identifier for the new record.
5. Click Save.