Generate a New Insurance Record Based on an Existing One

Contents

Insurance records often contain similar information. To reduce data entry time, use the Generate Wizard to create a copy of an insurance record, and then edit the copy to reflect any differences.

To generate an insurance record:

1. Expand the Logs folder in the Project View and click Insurance.
2. From the Insurance Log Window, open the document from which you want to generate a new insurance record.
3. From the Select an action drop-down list, choose Generate Document.
4. In the Generate Insurance dialog box, edit the Effective Date and Expiration Date as necessary.
5. Choose whether to link the new document to the same issues and attachments as the original.
6. Click Finish to create the document and open the new Insurance Document Window.

   Notes:

   • The status of the original insurance document is changed to Closed and the new one is set to New Item.
   • All fields on the General, Status, and Details tabs are copied to the new document, as are custom fields.