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:
- Open Suite Manager.
- On the Suite Manager control panel, click on the Type Profiles component in the System Configuration area.
- On the Type Profiles window, select an existing profile for the Matters (eCounsel) or Entities (Secretariat) module.
- Click Copy.
- 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.
- Click in one or more of the checkboxes in the Copy area to copy the customizations for tabs and fields.
- Click OK.