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Edit Plan Properties

After a plan has been created the plan properties can be edited. The plan name and company name are the only fields that cannot be edited. The steps necessary to edit the plan properties are shown below.    

 

Steps to Edit Plan Properties

  1. From the Main Explorer window, right-click on the plan name and select Edit Plan. The Plan Maintenance window will appear.

  2. Make the necessary changes to the plan properties by clicking on the drop down box next to each property.

  3. Select Finish.

 

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