There may be times when a Note should be added to multiple Cases. Neos allows an item or items from any list tab within a Case Folder to be copied to another Case or Cases using the Copy Feature. One or multiple Note entries can be copied while in list view.
NOTE: You must have Modify permissions to Case > Notes Tab to copy notes.
To copy one or more Case Note items from the Notes list view to another Case or Cases:
Use the check boxes to select the desired Note item to be copied. The top check box can be used to select all Notes.
Click the Bulk Actions dropdown and select the Copy to Other Case(s) option.
The Case Selection window will display containing a list of open Cases and any Companion Cases. Select the Case(s) to where you wish to copy the Note. Alternatively, click the Search button at the bottom of the window to locate another Case in your Neos database.
Click the Save button to continue.
Confirm your selection on the following message box.
Click the Yes button to copy the Note(s) and any attached documents to the selected Case(s). Selected notes will be added to the Notes tab and associated documents will be added to the Documents Tab.
Click the No button to abort the Copy Note process and return to the Notes Tab list view.
6. A success banner will display when the Yes button is clicked and the copy process is complete.
