9.03.00 Copying Bid(s)

Bids can be copied from one database to another (for example, if a company migrates from Microsoft Access to SQL or when the time comes to create a new database for a new business year). Both databases must be visible in the Bid Navigator to copy Bids.  See Opening and Closing Databases for more information.  Although it is possible to copy & paste a Bid within the same database - it is MUCH easier to duplicate (next article).

• MOVING (cutting/pasting) Bids is NOT recommended - it is recommended to COPY Bids first, then go back and delete the original, after verifying the copied Bid is acceptable.  (It is better to be SAFE than SORRY...)

To Copy a Bid from One Database to Another

Click File > Open - the Open Databases dialog box is displayed

• Place a check mark for both databases to be used and click OK
• Open & pin the Bid Navigator, see The Bid Navigator for more information on opening and pinning the Bid Navigator
• Expand the existing database to see the Bid(s)
• Using the mouse, Drag and Drop the Bid(s) from the original database to the new database

• Use the keyboard shortcuts <Ctrl> <C> and <Ctrl> <V> as well as the Copy and Paste buttons on the toolbar to quickly copy/paste Bids.  Select multiple Bids, using <Ctrl> or <Shift> while clicking on Bids in the original database.

• Click Yes or Yes to All in the Copy Verification window

Once the copying begins, a Status window displays showing the progress of the copying Bid(s)

Go back and delete the original Bid, if necessary, after making sure the Bid is correct in the new database.

Duplicating an Existing Bid