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
•Production Type settings.
After supplying the Client and Matter information, select the "Advanced Options" tab:
Select the drop down and select the matter which will be copied:
