You can copy cases to create custom templates or save a copy of the case for backup purposes. Cases must be closed before you can create a copy of them.
You also can create a replica copy using the Create Replica Wizard. A replica case can be save to a file or a zipped file, and you can attach either to an email. See About replicating/synchronizing cases.
| 1. | On the File menu, click Open. |
| 2. | In the Open Case dialog box, right-click on the case you want to copy, then click Copy. |
| 3. | Navigate to the folder where you want to save the copy, then right-click and click Paste. |
| 4. | Double-click on the case name to rename it or add the word "copy" to the case name. |
| 5. | Click Open to launch the case copy. |
| 6. | If you do not want to work in the case at this time, click File and then click Close. |
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