Exporting Document and Order Info.
You can export Document and Order Info. in different formats to add to policies.
To export information:
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Click the Document Info and/or Order Info tabs to review and/or update information, and click Save (
). See Using Document Info or Order Info functions for additional details on how to view and update information. -
Do one of the following to choose your export preference:
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Click PDF, XML, or RTF from the iView Toolbar.
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Click File and select PDF, XML, or RTF for your
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Choose a file name and location to save your file when the operating system's Save As option displays.
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