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Maintain firm libraries

Copy Note Examples from Another Library

The Firm Library application provides a number of tools to help you manage your library of disclosure notes. The Copy Note action copies a note example from another Library into the open Library. Using this feature, you can copy notes from other Firm Libraries and official PPC libraries.
To Copy a Note Example from Another Library
:
  1. Open the Firm Library application from your desktop:
  2. Open the Firm Library you want to work with. Use
    File > Open
     (or create a new Library:
    File > New
    ).
  3. In the
    Other Libraries
    pane (to the right of the Firm Library interface), use the drop-down menu to select the Library from which you want to copy a note.
  4. To locate the note you want to copy, use the "+" symbols to expand the topic listings.
  5. Right-click the note you want to copy and select
    Copy to Open Library
    from the pop-up menu.
  6. On the
    Copy to Library
    pop-up window, select the topics you want to assign to the note by clicking the check box next to the topic titles.
  7. Click
    OK
    .
    The note will be added to the open library in the topics specified.