2.7 Copy Prepayment Rule

You can copy Prepayment Rules to avoid having to enter data multiple times. This saves time and effort and reduces mistakes.

To copy a Prepayment Rule, follow these steps:

  1. Navigate to the Assumption and select Prepayment Rule.
  2. Search for a Rule.

    For more information, see the Search Prepayment Rules section.

  3. Click on the Action icon against the Prepayment Rule Name and select Save As to duplicate the Rule.
  4. Select a folder where you want to save the Rule copy.
  5. Enter a unique name for the new Rule.
  6. Enter a brief description of the Rule.
  7. Click Save.