Duplicating Cards

Duplicate Cards to Help Save Time

When you are going through and adding all the cards you will need for the template, it may be helpful to use the duplicate card function. Often templates contain multiples of the same roles. For example, Child 1 and Child 2 or Defendant 1 and Defendant 2. These multiple cards often contain the same or similar fields.

With the duplicate card function you can easily copy a card and rename it so you don't have to recreate the card and add all the fields again. For example in a will, you could duplicate the card for Child 1 (which contains fields for full name, date of birth and pronoun) rename it Child 2 without having to add the same fields again.

How to Duplicate Cards

To duplicate a card, place your cursor over the card name you will see the "Duplicate Card" button appear between the "Edit Card" and "Delete Card" buttons. You will be prompted to give the new duplicate card a label.

duplicate card.png

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Introduction to Lawyaw
Introduction to Lawyaw
Key Concepts and Terminology
Key Concepts and Terminology
Clio Users: Getting Started
Clio Users: Getting Started
The Platform
The Platform
The Template Builder
The Template Builder
Selecting Documents to Turn Into Templates
Selecting Documents to Turn Into Templates
Creating Model Templates
Creating Model Templates
How Information is Saved: Fields and Cards
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Clio Users: Using Clio Information in Lawyaw
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Roles versus Other Cards
Roles versus Other Cards
Prepping Templates
Prepping Templates
Importing Cards and Fields
Importing Cards and Fields
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Advanced Topic: Using Copy/Paste to Import Fields and Conditions
Adding Cards
Adding Cards
Adding Fields to Cards and Hints
Adding Fields to Cards and Hints
Duplicating Cards
Duplicating Cards
Collapse and Collapse All Cards
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Inserting Fields and Bulk Insert
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Multiple Choice Fields
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Formatting Fields
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Advanced Topic: Formatting your Data
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Deleting Fields
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Reordering Fields and Cards
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Test your Skills #1
Test your Skills #1
Stepping Through Test Your Skills #1
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Adding Rules to Your Templates (Conditions)
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Getting Started with Conditions
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Advanced Topic: Choosing the Right Design for your Rules
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Inserting Conditions
Inserting Conditions
Moving Conditions
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Using Conditions for Multiples
Using Conditions for Multiples
Nested Conditions
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Triggering Conditions from Multiple Choice Fields
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Standalone Conditions
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Reviewing, Testing and Troubleshooting Conditions
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Test Your Skills #2
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Stepping Through Test Your Skills #2
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More Practice #1
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Generating Documents
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The Journey
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Assigning Contacts to Roles
Assigning Contacts to Roles
Optional Highlighted Changes
Optional Highlighted Changes
Template Sets
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Saving, Editing and Transferring Templates
Saving, Editing and Transferring Templates
Saving Templates
Saving Templates
Editing Templates
Editing Templates
Transferring Templates
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Deleting Templates
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Electronic Signatures
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Creating the Signature Package
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eSignature: The Client Experience
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