Use the Job Override feature on the job-specific insurance templates to make revisions to insurance templates on a job record without having to create a new template.
If a project requires more coverage, you can quickly add the updates to the insurance template from the Job record--no new insurance template necessary!
1.From the ribbon toolbar, click Greenlight.
2.Click Greenlight, 
.
The main screen displays with the Dashboard tab active:
3.Click the Insurance Template tab.
The following screen displays:
4.In the Choose Template field dropdown, select a job-specific template.
5.Click the Allow Override check box.
6.Click Save, 
.