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.
- Filenotes.
- Progress Items.
- Details from the Dept tab.
- The previously linked Sponsor (Family or Business).
1. Select the New button on the Main Toolbar.
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2. Select 'Duplicate Selected Matter'.
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3. Click the Filter box and type the name of the Matter you would like to Duplicate.
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4. Select the Matter you would like to duplicate.
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5. Confirm the Client’s name and Proposed Matter ID details.
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6. Select the RMA (and Manager and Clerk if required), then click Create.
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The Duplicate Matter is now created.