How can I copy Contact Information quickly?

CARET Legal offers a feature to copy all contact information to your clipboard in text format. The contact information will include the Name, Address, and Phone Number.

To use the copy feature:

1. Navigate to the Contacts section, then select Copy from the kebab menu.
   
2. Then open the document you would like to copy the information into and click Ctrl + V or right-click and select Paste from the pop up menu.

Formats

1. Person Format:
   

   [CompanyName]
   [CompanyPhoneNumber]

   [CompanyStreetAddress]
   

   [CompanyStreetAddress2]

   [CompanyCity], [CompanyState], [CompanyZipCode]
   
   
2. Company Format:
   

   [CompanyName]
   [CompanyPhoneNumber]

   [CompanyStreetAddress]
   

   [CompanyStreetAddress2]

   [CompanyCity], [CompanyState], [CompanyZipCode]

Note this will copy copy contact information. To duplicate a contact, please use our Clone Contact feature.