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Document Processing – Copy Values

Often you may need to repeat a line with the same or similiar values from the row above

By using the decimal point (“.”) on your keyboard you’ll be able quickly enter data within your documents.

doc-copy-field-aboveSome commonly used fields that you’ll be able to use this for are:

  1. Account Number – where you might only need to the change the Activity Centre part of the account code
  2. Narratives – where you want to repeat the narrative you’ve used

After using the “.” in the relevant field, use the Tab key to move to the next field – you’ll now see the data being copied from the field above.

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