Copying and Moving Locations in Underwriting Contract Mode

Procedure

To copy or move a location or multiple locations:

  1. In the Contracts grid, click the Contract ID that contains the location or locations to copy or move.

    The Contract Summary appears.

  2. In the Contract pane, click Contract Details.
  3. On the Locations tab, select the item or items to copy or move.
  4. Click Copy/Move.

    The Copy/Move Locations To dialog box appears.

  5. Select Copy or Move.
  6. Select the default exposure database and exposure set for your business unit.

    System administrators set underwriting defaults in the Global Defaults section of the Administration Console. For more information, contact your administrator.

  7. Type a new contract ID.

    You cannot copy or move locations to an existing contract.

  8. Optionally, select Close on Copy/Move.
  9. Click OK.

    A confirmation message appears.

  10. Click OK or Cancel to close the dialog box.