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Re-using a File in Closer

Meaghan Morris avatar
Written by Meaghan Morris
Updated over a year ago
start iorad content - don't remove it

5 STEPS

1. Start by clicking on the file details icon in the overview tab.

Step 1 image

2. Input your new file name, file number, accounting number, and click save.

Step 2 image

3. Click the edit icon beside key dates.

Step 3 image

4. Enter your new dates and click save.

Step 4 image

5. Go through each tab and input your new information.
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That's it. You're done!

Step 5 image

Next step: Practice

start iorad content - don't remove it
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