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Duplicate Assignments


Duplicating Assignments

  • From the main Detail tile select the DUPLICATE button on the top ribbon

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  • Select YES to the Duplicate Assignment Pop Up

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  • First Duplicate Assignment Pop Up will appear
    • If assignment will stay assigned to the original appraiser, select YES to keep same appraiser and the file will automatically assign to the original appraiser
    • If assignment will be assigned to a new appraiser, select NO. Assignment will then default to UNASSIGNED and Office Manager will assign to new appraiser

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  • Second Duplicate Assignment Pop Up will appear
    • If the existing vehicle or property information is the same, select YES

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  • Select SAVE and new file number will now be associated with new assignment

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  • If the existing vehicle or property information is different, select NO

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  • Note- If NO is selected, the existing information is automatically removed and new vehicle or property information must now be entered

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  • Select SAVE and new file number will now be associated with new assignment

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