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Tip #132 - Use the Copy Function to Copy Documents and Notes to a Different Case

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You can use the ‘Copy’ function to copy a document or note from one case to another, or to make a copy of the same document or note in the same case. The latter option is particularly useful if you want to preserve the original document, and have a copy of it to work on in the same case.
 
The copy function is available by right-clicking on the document or note. There are three options available:

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