Star Micro Systems Discussion Forums

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.

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