How to Copy from an Existing Closed Filing Keeping all Schedule Items and Corresponding Attachments? (Doc ID 2093459.1)

Last updated on JANUARY 07, 2016

Applies to:

Oracle Insurance Compliance Forms Tracker - Version 6.8 and later
Information in this document applies to any platform.

Goal

This article informs if user has option to copy a new filing from an existing one with all existing form items with all attachments.

The possible scenario is when user is working on a filing in Tracker that requires the Filer to type in many pieces of data in separate forms through the “New Form” icon. If an identical filing exists with the same data, there is a way to “copy” the information that was created in the existing filing and “paste” it into the current filing automatically.
 

Solution

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