Tip #78 - Use the Copy Function with Documents

Occasionally you may want to keep a “draft” copy of a document or a copy you may want to edit as a “working” copy. If you edit a document and save it back to the case in SmartAdvocate, the saved copy naturally replaces the original. If you want to keep both the original copy of the document and the edited version, you may want to make a copy first and then work on or edit the copy. Here are the steps to make a copy:

From the Document Page, right click on the document you want to work with then click copy (or click the action icon then select copy)

2. By default, your current case will be the case selected for the document to be copied to. (If you wanted to copy the document to a different case, simply select the other case as appropriate).

3. The copied document will be displayed on the Document Page with the text “Copy of” in parentheses preceding the description of the original document.

Use the Edit Properties function to change the description, etc. of the copied document if necessary.