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Moving a Policy with Log Notes and Attachments
Dion Innes
#1 Posted : Tuesday, April 4, 2017 10:58:00 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Angel Moving a Policy

HawkSoft CMS enables you to move a policy, as well as any log notes and attachments associated with the policy.


To Move a Policy to a different client file

1. Open the client file containing the policy to be moved.

2. Select the policy, by clicking on the policy tab.

3. Click the Action menu.

4. Select Internal > Move Policy.
The Transfer Policy to Client dialog opens.

5. Enter the client information in the Search fields to find the client file you are moving the policy to.

6. Select the client file, and then click OK.
A message appears, confirming that the policy has been transferred and that the policy number on the current policy has been reset.
Any existing log notes on the original file, as well as attachments, are moved with the policy.

7. Click Yes to archive the original policy.

8. Check the box to Archive Corresponding Log Notes, and then click Yes.
The log notes, as well as attachments for the policy will be archived on the original client file.
If the box is unchecked, the log notes will not be archived on the original client file.

Note: You can return to the original client file, right-click on the Policy Detail bar, and select Show Archived. This allows you to view the archived policy, as well as the log notes and attachments associated with it.

9. The Add Log Entry Comments dialog opens.
Type the reason for the move in the Add Log Entry Comments box.
The Log Note is attached to the archived policy on the original client file.





See Managing Clients and Policies in the Help System for additional information.





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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!


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