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How to make a copy a file matter & change the transaction type

If you would like to start at new file matter but use the information from a file that you have already started.  You can make a copy of the file and change the transaction type when the new file is started.

 

*Note that standard charges apply when making copies of file matters.

 

While viewing a file matter select the "Copy File Matter" button on the top right corner of the window.

 

When creating the new copy of the file you can change the transaction type in the "Conveyance Type" drop down.

 

 

 

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