Facilities Tab & Duplicate for Speed

Facilities Tab & Duplicate for Speed

Summary: Enter the first facility, then use Duplicate to add similar facilities; supports up to 99 per order.

Quick answer

Use Facility to Load with code, or Update to search; Duplicate reduces re‑keying for like facilities.

What you need

  • WinCopy SQL v9.0.06+
  • Appropriate role/permissions (as required)

Steps

  1. Open Facilities; click New for first facility.
    media/facilities-tab-and-duplicate-01.png

    [Insert screenshot for Step 1]

  2. Use Facility to Load code or Update search with % wildcards.
    media/facilities-tab-and-duplicate-02.png

    [Insert screenshot for Step 2]

  3. Use Duplicate to add similar facilities quickly.
    media/facilities-tab-and-duplicate-03.png

    [Insert screenshot for Step 3]

Confirm it worked

Multiple facilities appear with correct details; printing includes all.

Troubleshooting

If over 99 facilities are needed, duplicate the order and continue.

  • X

    • Related Articles

    • Ship‑To Tab & Release Options

      Summary: Add ship‑to recipients from Customers or Facilities; set sets, service method, and release options (bate/OCR). Quick answer Use Load from Customer/Facility by code; set sets and manner of service; enable download‑based fields when ...

    • Patient Tab: Core Fields & Tips

      Summary: Enter patient identifiers, DOB/DOI, party type, and copy dates; use calendar or typed dates. Quick answer Only tick the date checkbox when you intend to set a date; otherwise the date stays blank. What you need WinCopy SQL v9.0.06+ ...

    • Court Tab: Case & Hearing Fields

      Summary: Enter court, room/department, case number(s), hearing date/time as required by subpoena type. Quick answer Use second case number for combined cases; mark out‑of‑state when applicable. What you need WinCopy SQL v9.0.06+ Appropriate ...

    • Opposing Tab & Non‑Coded Opposing Counsels

      Summary: Add multiple opposing counsels; optionally enter “non‑coded” opposing without creating a master. Quick answer Use New to add; set consumer if patient name must not appear; hand‑carry options adjust proofs/letters. What you need WinCopy SQL ...

    • WebExpress Imports: Orders, Facilities, Attachments

      Summary: Import sequence: verify bill‑to, import Opposing → Facilities → Attachments; then review tabs. Quick answer Always import facilities before attachments so PDFs can bind to locations. What you need WinCopy SQL v9.0.06+ Appropriate ...