Related Topics Getting Started Related Topics Getting Started
The Copy Matter Wizard allows you to create up to 1,000 new matter records at one time using an existing matter as a template. This wizard can be run from the Wizards module or the Matters module.
All of the information can be copied as is or modified for the new matter(s), with the following exceptions:
§ The legal section, matter type, and logical group cannot be changed on the Copy Matter Wizard. This information can, however, be edited individually afterwards.
§ Information on the Costs tab and the Time tab will not be copied.
§ The Parent Budget field on the Budget tab will not be copied.
§ If your company uses the automatic matter number generator, the matter number for the new matter(s) cannot be changed. The matter will be assigned successive numbers based on the format established by your System Administrator.
The Copy Matter Wizard obeys customizations and access rights established by type and view profile. In addition:
§ Fields and tabs that are hidden will not display in the Copy Matter Wizard nor will they be copied.
§ Fields and tabs that are read-only to the user creating the copies will not be copied.
Fields
Create Series – An indication of whether multiple copies will be created. To make multiple copies, click this checkbox and enter the number of copies.
Generate Matter Name – Click this link to open a popup window to assign names to the copies.
Long Matter Name – The name of the matter in its entirety. Click the … button to open a dialog box to edit the name.
Matter Number – The identifier assigned to the matter.
File Number – An internal identifier for the matter.
Private Matter – An indication of whether the matter has restricted access. A copied matter can be marked private even if the original matter is not private.
Open Date – The date the matter was created. Click the Calendar button to select a date from a calendar.
Target Date – The date the matter should be resolved. Click the Calendar button to select a date from a calendar.
Close Date – The date the matter was completed. Click the Calendar button to select a date from a calendar.
Reopen Date – The date the matter was reopened if applicable. Click the Calendar button to select a date from a calendar.
Matter Status – The current status (such as Active or Closed) of the matter.
Region – A user-defined area applicable to the matter.
State – The state in which the matter was opened.
Country – The country in which the matter was opened.
Legal Section – The legal section (such as Litigation) for the matter.
Matter Type – The classification (such as Litigation) of the matter.
Logical Group – The category (such as a business unit) to which the matter belongs.
Law Area – The area of law associated with this matter. Law areas are defined by the System Administrator.
Law Sub Area – A sub-classification within the area of law.
Product/Service – The product or service associated with this matter. Products and services are defined by the System Administrator.
Sub-product/Service – A sub-classification within the product or service.
Priority – An indication of the level of importance of the matter.
Litigated – If a “T” appears next to the field, the Dispute tab is available.
Insured – If a “T” appears next to the field, the Insurance tab is available.
Budgeted – If a “T” appears next to the field, the Budget tab is available.
Comments – A freeform area for any comments concerning the matter. Click the … button to open a dialog box to edit the comment.
Additional sections – Information that has been configured on the tabs other than the Base Info tab appear at the bottom of the page. Click on any checkboxes to copy the specified information. For example, the Active Player section lists all players for the current matter. Click a checkbox next to a name to select the player for the copied matter.
Buttons
Cancel – Click to close the wizard without saving any changes.
Copy – Click to create the copies of the selected matter using the specified information.