Copying cases

If you do not want to include the original user permissions or files when sharing a case, you can copy the case and then add or remove permissions or files before sharing the modified case.

Before you begin

What you should know

To copy a case:

  1. Open an existing case.
  2. On the Case edit page title bar, click to display additional case options.
  3. Click Copy case.
    By default, copied cases are named Copy - original case name.
    1. (Optional) Enter a name for the copied case and click Copy case again to save the file.
  4. Modify the copied case.
    1. (Optional) Add or remove user permissions.
    2. (Optional) Add or remove files.
    3. Click Save.

After you finish

You can now share the copied case or invite a guest user to view the copied case.