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.
![](https://media.screensteps.com/image_assets/assets/001/600/140/original/f375129a-ffcb-496d-b137-30f9876aab35.png)
2. Select 'Duplicate Selected Matter'.
![](https://media.screensteps.com/image_assets/assets/001/600/142/original/b36d2293-d898-46e0-806e-fc76543c1330.png)
3. Click the Filter box and type the name of the Matter you would like to Duplicate.
![](https://media.screensteps.com/image_assets/assets/001/600/134/original/3beec553-9faa-4b02-ab56-c0bf29a344ce.png)
4. Select the Matter you would like to duplicate.
![](https://media.screensteps.com/image_assets/assets/001/600/144/original/6175219c-c337-4b49-80b4-9d16935c1fea.png)
5. Confirm the Client’s name and Proposed Matter ID details.
![](https://media.screensteps.com/image_assets/assets/001/600/136/original/e1efa0b0-5f0a-4fe5-8494-da5f2864553c.png)
6. Select the RMA (and Manager and Clerk if required), then click Create.
![](https://media.screensteps.com/image_assets/assets/001/600/146/original/72d9a14c-95a1-4c1f-8a3d-c9044417b748.png)
The Duplicate Matter is now created.