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Copy Holder/Interest Detail

Use Copy Holder Detail to copy holders to a Certificate of Liability, Certificate of Property, or Evidence of Property Insurance from a previously entered certificate or EPI that you select.

Use Copy Interest Detail to copy Additional Interests to a Binder from a previously entered binder that you select.

ClosedAccessing Copy Holder/Interest Detail

ClosedAccessing Copy Holder Detail

ClosedAccessing Copy Interest Detail

ClosedCopy Holder/Interest Detail Selections

Field/Selection

What is this?

Certificate #
EPI #
Binder #

From the list, select the number of the certificate, EPI, or binder from which you would like to copy one or more holders or additional interests.

The list includes all certificates/EPIs/binders entered in the system for that customer. After you make your selection, holder or interest information flows to the grid.

Attachments at the Holder level do not copy forward.

Group Name

If you have entered holders for this specific customer through the Customer Certificate Holder Setup, you can choose the name of the group and select one or more of the holders to add to the certificate.

Select All

Click this button if you want to copy all the holder(s)/interest(s) in the grid. Check marks appear in the Copy column, indicating your selections.

Clear All

Click this button to remove all check marks from the Copy column, thereby removing all selections from the grid.

(Grid of Holders/Interests)

Column

What is this?

Copy

Check this box to copy the specific holder/interest information to the certificate, EPI, or binder.

Attachments at the Holder level do not copy forward.

Name
Address
City
State
Zip

Holder or interest contact information.

OK

When you are ready to copy information to the certificate or EPI, click OK.

Cancel

To close the form without making any changes to the certificate, EPI, or binder, click Cancel.

What's Next?

Do you need more information on printing or emailing the forms? See eForms Manager Print Options or eForms Manager Email Options.


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