Move

Use the following instructions to move saved quotes from one location to another. You may do this either by selection criteria or company.

  1. Move your mouse over the File Maintenance button.
  2. Click the Move button.
field description
Names to Match Enter first or last name to restrict the list to matching quotes.
Quote Date Range

From - Enter the earliest desired quote date or click the calendar.

To - Enter the latest desired quote date or click the calendar.

X-Date Range

From - Enter the earliest desired expiration date or click the calendar.

To - Enter the latest desired expiration date or click the calendar.
Input By

If you want only those files entered by a particular person, enter the name here. —

OR—

  1. Click the Icon.
  2. Click the name you want to use.
Referred By

If you want only files referred by a particular source, enter the source here.

—OR—

  1. Click the Icon.
  2. Click the source you want to use.
Applicant Status Click the appropriate status to include in the list of matching files (select as many as apply).
Type of Quote Click the appropriate type of quote to include in the list of matching files (select as many as apply).
Saved Quote File Path

Select the file path containing the quotes you wish to select. —

OR—

Click Browse and select the path.

Use as Default Path
  1. Click the box if you want to keep this path for the quotes you wish to select.

The window appears with the quotes matching the criteria you set up.

  1. Select the names you want to move.
  2. Click OK.

  1. Click each company that you want quotes moved for.
  2. Click Back.

—OR—

  1. Enter company numbers in Selections by company number.
  2. Click Back.

  1. Enter the location where you want to move the quotes.
  2. Click OK. Your files are now moved to the new location.

—OR—

  1. Click Browse and select the location where you want to move the quotes.
  2. Click OK. Your files are now moved to the new location.

This completes the Move function.