How do I make a copy of a record?

To make a copy of a record:

  1. Open the record
  2. Click on the pencil icon (Edit/Copy) beside the field for Record Number
  3. Select to Create a Copy of Record No. ####
  4. Enter the New Record Number (and other information) and click Proceed
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request