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Created by Guest
Created on May 11, 2023

creating duplicate cases

Can we have a button to click if we need to create a duplicate policy? When clicking the button, it will move all items to the new policy file (or allow us a way to choose which forms to send to the new policy file) instead of having to save the forms and emailing them to the new file.

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    Janelle Rose
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    Jul 11, 2023