Copying and pasting data in spreadsheet fields requires some forethought and care so that you do not break links already set within the text of a field. If you have text from one field that should be added to another, be careful to paste it after the period of the last sentence. If you right-click in a cell and paste the text in it, the new text will be inserted wherever your mouse pointer is placed.

You can also copy and paste a record in a spreadsheet. Doing so gathers all field data for a record and pastes it into a new record. The copy process also retains record links for short names and issues, as well as links to attached source files. However, you now have a duplicate record in the spreadsheet of your case. You should carefully edit the new copied record to differentiate it from the previous one in your case so that there is no confusion among staff when analyzing the document and its linked case elements.