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TAR Automation

Received Response
edited May 6, 2020 10:24PM in Tax Reporting 1 comment


Copying and deleting in TAR Automation


With the new TAR Automation UI I am no longer able to figure out how to copy and paste accounts and Data Source and other items to multiple movements when making large amounts of automation changes. When I click in a cell it goes to the member selector tool.  Is there a way to copy and delete easily? I know i can use SmartView but with the system is there an easier way?

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