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<< 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,
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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,
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The Assign Templates dialog box similar to the following displays:

6.Select the templates by clicking the adjacent checkbox(es).
7.Click Save,
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