Duplicating a Matter
You may wish to duplicate an existing Matter to a new Matter. This is often a case if the client has previously used your firm to process an Application, now they are applying for the next stage visa. Creating a new Matter allows you to keep each case as a separate entity.
Duplicating a Matter will not copy the following case specific details into the new matter:
- Documents from the Documents tab.
- Progress Items.
- Details from the Dept tab.
- The previously linked Sponsor (Family or Business).