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Assign a Policy Number to a Valuation

A valuation must have a policy number before you can add it to a group.

To assign a policy number to a valuation:

1. From the Dashboard, select the valuation and open it.
2. When the valuation opens in the Valuation screen, click Edit in the Policy Information pane. The Edit Policy Information dialog opens.
3. Click the edit icon next to the Policy Number field.
4. Enter a policy number.
5. Click Save.

Help file last modified: 7/26/2018