File Menu
The following table shows commonly used File menu commands and their associated icons that are available in a data entry form. The available commands vary depending on the form.
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Save |
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Saves the information you have entered on the data entry form without closing the form. |
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Save & Close |
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Saves the information you have entered on the data entry form and closes the form. |
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Sign Off & Close |
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Closes the form you are currently working in and all other AMS360 centers and forms. |
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Close |
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Closes the data entry form without saving the information you have entered. |
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View |
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This option is only available if you are in the Policy data entry form in Edit mode. Changes from Edit to View mode. |
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Compare Policies |
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Views a comparison of policy changes from one term and/or transaction period to another. |
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Copy Policy |
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Copies a Policy or Submission from one customer to another. |
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Delete |
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Deletes a Policy that has not been suspended or billed. |
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Em ails the selected forms to one of your contacts. |
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Send to WorkSmart |
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Sends the selected forms to WorkSmart so you can use workflows to process the request. |
