About the JC Fixed Rate Template Copy Form

Use this form to copy one fixed rate template to another.

When copying you can specify whether you want to copy the template from one company to another. You can access this form by selecting File > Copy Template Rates from JC Fixed Rate Template.

The copy ‘from’ template automatically defaults the template on which you currently have focus; however, you can copy from any existing template. The copy ‘to’ template must be a new template—you cannot copy to an existing template. Once you click OK, the copy process creates a new template with a description of “Copy of ##” (where ## represents the source template number), which may be overridden. The effective date, as well as all of the rate template detail set up for the source template are copied to the new template. You can modify the new template as needed (in JC Fixed Rate Template).

JC Fixed Rate Template