Intakes/Notes - Duplicating an intake

Intakes/Notes - Duplicating an intake

You might also want to start a new intake by duplicating an old one and you can do that from the intake list.





Choose the parts of the intake you’d like to duplicate or “select all.” Amend the fields as you wish into a new intake. 




You may also duplicate here on a fresh intake when you open it. Note that this function disappears when you start a new intake and then modify it.



And if you'd like to configure what gets duplicated "by default" go to Settings>Intake Options>"edit my intake options" to see the default configurations.