This option allows you to save applications to the Policy History file. Use the following steps to move an application to history. For more information, see History Applications.
At Home Base, click Clients & Files.
Select Customers from the dropdown list.
Select the client in the list.
Click the Policy List button.
Select the desired policy, click Options, and select Current App to open the application.
When the application appears, from the Options menu on the menubar, select Move to History.
In the Save Application to History window, enter the Date until which the current coverages are valid.
Enter a Description (for example, Prior to 99 renewal $250).
Click Yes.
Saved applications display on the History tab in the Policy List.
Save Application to History Window
Any time you save changes to an application or process a renewal, the Save Application to History window displays, automatically prompting you to move the application to history. Follow steps 7 through 9 above.