NextGen Knowledge Center

Copy List Items in File Maintenance

You can create a copy of an item from most of the List windows in File Maintenance. Copying a list item is handy if you want to create a new list item similar to an existing one. You can copy the original item, then rename the copy. For example, if you have two Medicare plans that are similar, you can set up one and then make a copy of it. The copy can then be modified with the changes for the second plan.

  1. Access the applicable library using the List Launcher or the menu bar. In this example, the report type is being copied.
  2. Select the item to be copied, then select Open Menu or right-click to display the menu options.
  3. Select Copy.

    The Copy window opens.

  4. Enter the name of the new item.
  5. Select OK.