When one or more parties are selected, they can be copied from the current Case to a different Case.
NOTE: You must have at least Enabled permissions to Case > Party Tab.
In the Party Tab list view, use the checkbox to select one or more parties.
Click Bulk Actions > Copy to Other Case(s) to copy the Party from the current Case to a different Case.
The Case Selection window will display any related or Companion Cases to the current Case.
To copy the parties to a different Case, click the Search button.
If searching for a different Case, use the criteria in the Select a Case window. When the desired Case is found, click the Select button.
Back on the Case Selection window, choose the Case(s) you wish to copy the selected parties and click the Save button.
Confirm your selection to copy the selected Parties to the selected Case(s) by clicking the Yes button on the corresponding message.
A success banner will display when the Yes button is clicked and the Party has been copied.
NOTE: Parties that already exist in the selected Case(s) cannot be copied to those cases.
