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Archiving and Duplicating Cases

How to archive and duplicate cases directly within the case.

Written by Kelly Oldiges

NextChapter gives you the ability to archive and duplicate cases directly within the cases now.

To perform these actions, go into any case and click the 3 dot icon next to Preview. Once clicked, you'll see 3 different options - archive, duplicate and export.

Please note: The archive and duplicate functions will take a few seconds to complete. Once finished, you will see a success message at the top of your screen.

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