You can copy the information from one valuation to another from the valuation dashboard.
To copy a valuation:
- Click the copy icon (
) for the valuation you want to copy. The Copy Valuation dialog appears. -
Enter the policy number of the valuation you want to create using the information from the valuation you are copying. A new valuation will be created using the details from the valuation that was copied and you will be taken directly into the newly created valuation to update or save.
- Click OK.
Note: This feature copies the policy information, building information, and materials to the new valuation but it does not copy the costs.
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