Copy a Valuation

You can copy the information from one valuation to another from the valuation dashboard.

To copy a valuation:

  1. Click the copy icon ( copy icon ) for the valuation you want to copy. The Copy Valuation dialog appears.

  2. 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.

  3. 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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