Advanced Enterprise Technologies, Inc.
Table of Contents

Copy Policy

  1. Open the Certificate Policies module of the account you plan to edit.
  2. Find the policy within the list. Under the action menu, select Copy.

  3. Quadra will copy and load the policy with the same selections as the original.  Adjust the fields on the Copy Policy page as needed:
    • Type a New Policy Name.
    • Select an ACORD Form.
       
  4. Click Copy Policy.
  5. Make changes as needed on the Edit Policy page. The ACORD form you selected will determine which other sections require data.
  6. Click Save Policy.

If you select a different ACORD form from the one that was used in the original policy, Quadra will match fields based on field names wherever possible.