After creating a matter or entity types, you may want to copy the settings for the type to a new type.
To Copy a Type:
- Open Suite Manager.
- On the Suite Manager control panel, click the Types component in the System Configuration area.
- On the Types window, select a matter type on the Matter Types tab or an entity type on the Entity Types tab.
- Click Copy.
- On the Matter Type Copy or Entity Type Copy dialog box, type a name for the new type.
- Click on any checkboxes that contain information you want to copy to the new type. For matter and entity types, you can copy the type profile association and user-field profile records. For matter types, you also can copy the law area associations.
- Click OK.