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Reuse Fields across Documents

How to reuse fields from one template to another

Written by Crystal Lindsey
Updated over a week ago

After spending lots of time building out your first template with a list of fields, the last thing you want to do is do all that work over again for a new document.

Thankfully, MyCase's Advanced Document Automation provides a mechanism for reusing fields across documents so you don’t have to recreate fields again and again.

Copy field data from one document

To reuse fields from one document in another, simply navigate to the Menu and click the “Reuse fields” menu item. Click the “Copy field data” button.

Select your fields

Next, you will be shown a screen with the list of fields in your document. By default, all fields will be selected. If you wish to only copy a subset of your fields, you can uncheck the fields you do not want to export. Once you have chosen your fields, click "Copy to clipboard". The selected fields will be copied to your clipboard.

Paste field data in another document

Open up any document, navigate to the Menu, and click the “Reuse fields” menu item. You’ll see the same page from before where you copied your field data. Paste the field data from before using “control + v” (PC) or “command + v” (Mac), or right-click inside the input field and click “Paste.” Click the “Import field data” button and MyCase's Advanced Document Automation will automatically recreate the fields from your previous document.

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