Copying Custom Data Fields From One Matter Type to Another (Admin)

If you have fields in a data collection that you want to use in other matter types, you can copy them. 

To do this:

1. In Practice Management, go to Admin >Matter Types. The Matter Types page appears.
2. Click Settings for the matter type you want to copy the fields into. For example, if you want to copy fields from a data collection in the Family Law matter type into the Divorce matter type, edit the Divorce matter type.
3. Click Manage next to Matter data. The Matter Data page appears.
4. Choose whether you're copying fields into a new data collection or an existing data collection:
   • If you are creating a new data collection, proceed to Step 5.
   • If you are updating an existing data collection, skip to Step 9.
5. Click Create data collection. The New Data Collection window appears.
6. Complete the information requested. (See Creating a Data Collection for a Matter (Admin) for specific instructions.)
7. Optionally, add new fields for this data collection. (You will copy existing fields later.)
8. Click Save to save the data collection. 
9. On the Matter Data page, click Fields for the data collection you want to update with other data fields.
   The Data Collection Fields page appears.
10. Click Copy data fields. The Copy Data Collection Fields window appears.
11. Click the Copy from drop-down list and select the matter type + data collection you want to copy. 
    TIP:  Matter type names are listed using all uppercase letters, while specific data collections are listed in regular case (or whatever case was used to create the collection).
    
12. In the Fields to copy section, select the specific fields in the collection you want to copy, or select (Copy all fields).
13. Click Copy. The fields you selected are copied and you are returned to the Data Collection Fields page. 
14. Optionally, click Edit next to a field name to make any adjustments. Thenave your changes.