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Notes - Duplicating a Note
Notes - Duplicating a Note

Easily duplicate old Notes for new entries by selecting from previous Notes and configuring default settings.

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Written by Support
Updated over a week ago

Overview

Duplicating a note is a convenient way to start a new Note using previous data. This allows you to save time by reusing relevant information while making necessary updates.

Steps to Duplicate a Note:

  • From the Notes list, select the note you wish to duplicate.

  • Choose specific parts of the Note to duplicate or use the "select all" option.

  • Amend the duplicated fields to fit the new intake.

Additional Features:

  • You can also duplicate directly when starting a fresh Note. However, the option to duplicate disappears after you've begun modifying a new Note.

This feature allows for easy data reuse while providing flexibility in what information gets copied over.

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