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Copying a Case

To copy a case to another folder to which you have access, begin on the Case Management page.

  1. On the Go To menu, click Cases.

    -or-

    On the Home page navigation pane, under Case Management, click Case List.

  2. In the Case Name column of the Case Management grid, select the check box for each case you want to copy to another folder.
  3. Above the Case Management grid, click Copy Cases and select a folder location from the list.

    The Case Management grid expands as the copied case(s) display in the additional folder location.