| How to copy an application |
|
In Clients, highlight the application and click on Copy App. A message will appear saying, "a future application was created-click ok." The entire applicatioin will be copied except for the company, policy number and status. The status will be inactive at this time. If the user has the local default set to "roll dates on copy app", it will scroll the policy period forward one period.
|
| Related Questions |
|
No related questions were found.
|
| Attachments |
|
No attachments were found.
|
Search the Knowledgebase
Browse by Category
Print this page
Email this page