Copying and pasting data in spreadsheet fields requires some forethought and care so that you do not break links already set within the text of a field. If you have text from one field that should be added to another, be careful to paste it after the period of the last sentence. If you right-click in a cell and paste the text in it, the new text will be inserted wherever your mouse pointer is placed.
You can also copy and paste a record in a spreadsheet. Doing so gathers all field data for a record and pastes it into a new record. The copy process also retains record links for short names and issues, as well as links to attached source files. However, you now have a duplicate record in the spreadsheet of your case. You should carefully edit the new copied record to differentiate it from the previous one in your case so that there is no confusion among staff when analyzing the document and its linked case elements.
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To copy the Date & Time entry from one cell to the next, use the key command CTRL + '.
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| 1. | In the Case Shortcuts pane, click the icon for the spreadsheet you want to use. |
| 2. | In the case record cell, highlight the text you want to copy and right-click to click Copy. |
You can also click on the Edit menu and click Copy.
| 3. | Click in the cell where you want to paste the text and then right-click and click Paste. |
| 4. | Navigate to another cell or record to save your changes. |
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| 1. | In the Case Shortcuts pane, click the icon for the spreadsheet you want to use. |
| 2. | Highlight the case record you want to copy. |
| 3. | On the Edit menu, click Copy. |
| 4. | On the Insert menu, click Copy of Record. |
Notice that an exact copy of the record is inserted into the spreadsheet, including links to short names and issues.
| 5. | If the original record is linked to a source file in a network folder, then you must reset the link to that file, if necessary. |
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