Custom Dec - can you duplicate?

Started by Jan Regnier, December 13, 2010, 10:45:28 AM

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Jan Regnier

I have a custom dec that I want to use with another description -
These are Bonds - they have different names but I want to use the same form.
Can I duplicate that Bond dec I already have and give it the 2nd Bond name so when a policy is created and we select either of these bonds - the same custom dec is created?
Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio

Hans Manhave

Yep, it will ask you, when you create a new dec, if you want to copy from another one.
Fantasy is more important than knowledge, because knowledge has its boundaries - Albert Einstein

Jan Regnier

Jan Regnier
jan.regnier@meyersglaros.com
Meyers Glaros Group, Merrillville, IN 26 Users
EPIC 2020, Office 365, Indio