PracticeMaster Q&A: Using the Replicate Function in PracticeMaster

August 2022    Tags:

We sometimes have text that needs to be entered for more than one matter. Is there an easy way to do this?

The Replicate feature is available in many areas of PracticeMaster. This function creates a copy of the currently selected record and then prompts you for any required information (such as a Client ID or Record Type).

To replicate a record

  1. From an Editor window, select the record you want to replicate.
  2. From the File menu, select Replicate.
    ….or….
    Right-click and select Replicate.
    ….or….
    Press Ctrl+R.
  3. The replicated record will be displayed, allowing you to make any changes or additions if desired.

For more information on the Replicate feature, as well as limitations, open the PracticeMaster Help (Press F1) and enter “Replicate” on the Index tab.

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