

Copy, Export & Import
| Code | Specifies the code of the existing evaluation to copy from. |
| Description | Specifies the description of the existing evaluation. |
| Include User Permissions | Specifies whether the evaluation should be copied with or without User Permissions. For more information, see Edit Evaluations, Extended, User Permissions. |
| Include Subscribers | Specifies whether the evaluation should be copied with or without Subscribers. For more information, see Edit Evaluations, Extended, Subscribers. |
| Include User Filters | Specifies whether the evaluation should be copied with or without User Filters. |
| Include Email Recipients | Specifies whether the evaluation should be copied with or without Email Recipients. For more information, see Edit Evaluations, Extended, Email Recipients. |
| Code | Specifies the code for the new evaluation. |
| Description | Specifies a description for the new evaluation. |
| Code already Exists | Specifies whether an evaluation with the code already exists. An additional confirmation is necessary for replacing an evaluation. |
| Keep User Permissions | Specifies whether existing User Permissions of an evaluation should be retained when replacing an evaluation. |
| Keep Subscribers | Specifies whether existing Subscribers of an evaluation should be retained when replacing an evaluation. |
| Keep Email Recipients | Specifies whether existing Email Recipients of an evaluation should be retained when replacing an evaluation. |
| Code | Specifies the code of the existing evaluation to copy from. |
| Description | Specifies the description of the existing evaluation. |

| No. of Companies | Specifies the number of companies to which the evaluation is to be copied. Click on the field to add or remove companies.
![]() |
| Ignore Change Protection | Specifies whether the evaluation should also be copied to companies where the change protection is activated for the evaluation. |
| Keep User Permissions | Specifies whether existing User Permissions of an evaluation should be retained when replacing an evaluation. The option is fixed and cannot be changed. For more information, see Edit Evaluations, Extended, User Permissions. |
| Keep Subscribers | Specifies whether existing Subscribers of an evaluation should be retained when replacing an evaluation. The option is fixed and cannot be changed. For more information, see Edit Evaluations, Extended, Subscribers. |
| Keep Email Recipients | Specifies whether existing Email Recipients of an evaluation should be retained when replacing an evaluation. The option is fixed and cannot be changed. For more information, see Edit Evaluations, Extended, Email Recipients. |
| Code | Specifies the code of the evaluation to be exported. |
| Description | Specifies the description of the evaluation to be exported. |
| Selected Evaluations | Specifies the number of selected evaluations. The field is only displayed when evaluations are exported to a zip file. |
| Include User Permissions | Specifies whether the evaluation should be exported with or without User Permissions. For more information, see Edit Evaluations, Extended, User Permissions. |
| Include Subscribers | Specifies whether the evaluation should be exported with or without Subscribers. For more information, see Edit Evaluations, Extended, Subscribers. |
| Include User Filters | Specifies whether the evaluation should be exported with or without User Filters. |
| Include Email Recipients | Specifies whether the evaluation should be exported with or without Email Recipients. For more information, see Edit Evaluations, Extended, Email Recipients. |
| File Name | Specifies the name for the file.
|
| Export without Code | Specifies whether the evaluation should be exported without code. If the code is not exported, a code for the evaluation must be specified when the file is imported later. |
| Progress | Shows the progress when importing from a zip file. The field is only displayed when evaluations are imported from a zip file. |
| Description | Specifies the description of the evaluation to be imported. |
| Include User Permissions | Specifies whether the evaluation should be imported with or without User Permissions. For more information, see Edit Evaluations, Extended, User Permissions. |
| Include Subscribers | Specifies whether the evaluation should be imported with or without Subscribers. For more information, see Edit Evaluations, Extended, Subscribers. |
| Include User Filters | Specifies whether the evaluation should be imported with or without User Filters. |
| Include non-existent Users | Specifies whether the user-related settings should also be imported for users that do not exist.
|
| Include Email Recipients | Specifies whether the evaluation should be imported with or without Email Recipients. For more information, see Edit Evaluations, Extended, Email Recipients. |
| Import all with specified Code | Specifies whether all evaluations for which a code is specified should be automatically imported with that code if no evaluation with that code yet exists. The field is only displayed when evaluations are imported from a zip file. |
| Code | Specifies the code for the new evaluation. |
| Code already Exists | Specifies whether an evaluation with the code already exists. An additional confirmation is necessary for replacing an evaluation. |
| Keep User Permissions | Specifies whether existing User Permissions of an evaluation should be retained when replacing an evaluation. |
| Keep Subscribers | Specifies whether existing Subscribers of an evaluation should be retained when replacing an evaluation. |
| Keep Email Recipients | Specifies whether existing Email Recipients of an evaluation should be retained when replacing an evaluation. |

![]() | Finmatics Connector Interface for AI-driven document processing tool by Finmatics. More information ![]() |