This sheet will show you how to run an illustration for the same client with a different product without having to re-input the client's information. It will transfer over.
1. Click on File (top left).
We're glad to inform you that the third-party outage is now resolved. Due to this outage, some of Sun Life’s systems, business teams and external providers experienced disruption. This disruption limited our access to emails as well as the ability to process new insurance applications and other administrative requests. As a result, we’re now ramping back to full operational service over the next few days. We apologize for any inconvenience this might have caused. Again, we thank you for your patience and understanding.
This sheet will show you how to run an illustration for the same client with a different product without having to re-input the client's information. It will transfer over.
1. Click on File (top left).
2. Select Duplicate Document.
3. The screen will appear the same, but a new document has been created.
4. Make the desired changes.
To switch back and forth between the two documents:
5. Click on Window
6. Select the illustration you would like to navigate to.
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