<< Click to Display Table of Contents >> You are here: Greenlight Compliance Manager™ > Job Level > Insurance > Importing Insurance Templates |
Users can import multiple templates for a given job.
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight, .
The main screen displays with the Dashboard tab active:
3.In the left navigation bar, click on a job.
The following screen displays with the Job Info tab active:
4.Click the Insurance tab.
The following screen displays:
5.Click the Select Templates button, .
The Assign Templates dialog box similar to the following displays:
6.Select the templates by clicking the adjacent checkbox(es).
7.Click Save, .