<< Click to Display Table of Contents >> Navigation:  Matter > Creating Matter from Another Matter (Template Matter)

To copy settings from an existing matter to a new matter select the Advanced Options tab in the Create New Matter operation.  

Included settings:  

•Marks

•Issues

•Custom Columns

•PODs

•Custodians

•Review Policy

•Priv Basis

•Keyword Lists, and

•Custom Print selections.

 

After supplying the Client and Matter information, select the "Advanced Options" tab:

Select the drop down and select the matter which will be copied: