Overlaying an Order

Users can overlay an order or template after an order has been created. To overlay:

  1. From an open order, press Overlay Order on the Order ribbon. The Overlay Order dialog appears.
  2. Click the Search icon to open the Order Search screen.
  3. Users can search for other Select Orders or Templates to overlay. Input any desired filter data into the Order Search dialog and click Search to locate an order to overlay.
  4. Select the desired order from the Search Results and click OK.
  5. Under Overlay Options, select any areas of the order to overlay.
  6. Click OK.

Overlaying Requirements and Exceptions

Overlaying Endorsements

Overlaying Order Contacts

Overlaying Property

Overlaying Classic (.PFD) Orders