Multiple Country Matter Duplication

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It is sometimes necessary to create multiple child matters for different countries that all share the same parent. For example, when creating matters for designated states from an EP matter. This can be done easily in AppColl by using the Multi-Country Duplicate feature. All relevant information is copied from the current matter to the created children, including connections and inventors. The Multi-Country Duplicate button is available on the left side of a Matter Details page. 

  1. Once you go to the appropriate Matter Details and click the Multi-Country Duplicate button, a pop-up will appear. Update the Child Matter Type if needed.
  2. Type in the Country Filter box to easily filter the results of the country selection box to then Select from the options.
  3. Your country selections will show with their associated Attorney Ref values. This is the list of countries for which child matters will be created. Attorney Ref values will be generated when the country is selected that mimic the parent matter's attorney ref. They can also be modified if desired. Click the Trashcan icon to delete any of the selections.
  4. Select from further Checkbox options as needed. 
  5. Click the Create button. 

Once the Create button is clicked a popup will appear to show the status of the matter creation.

After the matters are created, you will see them in the related matters section of the matter details page.