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This article applies to:

  • Product: Case Notebook
  • Subject: Documents

Copy a local case in Case Notebook

Use a local case as a template for similar or related cases. Copy (from this Case) takes all of your case information and transfers it to a new case. To copy a local case, complete these steps:
  1. Select
    New
    .
  2. Select
    Case (from this Case)
    .
  3. Within the
    Save As
     window, type a name for your new case.
  4. Select
    Save
    .