There may be times when an insurance item 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 items can be copied while in List View.
To copy insurance items from the Insurance tab list view to different cases:
From the Insurance Tab of Case, use the checkboxes to select the desired Insurance item(s) to be copied.
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 linked Companion Cases. Select the case(s) to which you wish to copy the insurance item(s). 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 Copy Insurance item(s) message box.
Click the Yes button to copy the selected insurance items to the selected case(s).
Click the No button to abort the Copy Insurance process and return to the Insurance tab list view.
6. A success banner will display when the Yes button is clicked and the copy process is complete.
