Copying and Moving Contracts in Underwriting Contract Mode

Procedure

To copy or move a contract or multiple contracts:

  1. In the Contracts grid, select the contract or contracts to copy or move.
  2. Click Copy/Move.

    The Copy/Move Contract or Copy/Move Contracts dialog box appears.

  3. Select Copy contract, Move contract, Copy contracts, or Move contracts.
  4. Select the target database, and then select an existing exposure set or type the name of a new exposure set.
    Note:

    If you want the copied contract or contracts to be listed in the Contracts grid, you must leave the default exposure database and select the default exposure set for your business unit. System administrators set underwriting defaults in the Global Defaults section of the Administration Console; contact your administrator for this information.

  5. To avoid copying or moving contracts with duplicate IDs, select Skip duplicate contracts or enter a prefix to apply to contracts with duplicate IDs.
  6. Click Copy or Move.

    When Touchstone completes the copy or move operation, the Copy done or Move done message appears.

  7. Click Cancel to close the dialog box.