Enabling Send Workfile Without an Assignment

This feature allows you to send a workfile to an insurance company without receiving an assignment.

To enable the workfile send option

  1. Select Configure > Profiles from the menu bar.
  2. Select the profile, and then select Edit from the mini-toolbar.
  3. Click the Workfile Rules link.
  4. Select the option to enable the feature.
  5. Select Save or Save and Close button.

Overview

Estimating Settings

Screen Description

Workfile Rules Screen

 

 

 

 

 

 

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