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Copying a Type Profile

When creating a type profile, you can copy the settings from an existing type profile to the new type profile.

To Copy a Type Profile:

  1. Open Suite Manager.
  2. On the Suite Manager control panel, click on the icn_Type_Profiles Type Profiles component in the System Configuration area.
  3. On the Type Profiles window, select an existing profile for the Matters (eCounsel) or Entities (Secretariat) module.
  4. Click Copy.
  5. On the Type Profile Copy dialog box, type a new name for the type profile. Descriptive names should be used in order to clarify the process of applying the type profile.
  6. Click in one or more of the checkboxes in the Copy area to copy the customizations for tabs and fields.
  7. Click OK.
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