Table of Contents

Copy Certificate

The Copy Certificate function will create a new certificate based on the original that includes all of the same settings.

  1. Open the Property and Liability module of the account that you plan to edit.
  2. Find the certificate within the list. Under the action menu, click Copy.
  3. Quadra will copy and load the certificate with the same selections as the original.  
  4. Click Generate Certificate to view or receive a copy of the certificate.