Copying case notes and/or documents from one file to another

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Prosser
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Copying case notes and/or documents from one file to another

#1

Post by Prosser » Mon Jun 04, 2012 3:19 pm

We have a number of workers' comp cases where we have also opened a subsequent injury fund file for the same client. Is there a way to copy case notes or documents from the WC comp file to the new SIF file? I know how to clone documents within a case but not how to copy to another different/new file.
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Admin1
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Joined: Tue Jun 06, 2017 12:03 pm

Re: Copying case notes and/or documents from one file to another

#2

Post by Admin1 » Mon Jun 04, 2012 6:10 pm

In the new case, from the client card, click Miscellaneous, Clone and select Case Activity and enter the old WC client card number (the one you want to clone from).

Mike
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