Copying a Statement of Qualifications

These instructions explain how to copy an existing statement of qualifications. To create a new statement of qualifications, see help topic Creating a Statement of Qualifications.

  1. In Qualify, navigate to the Statement of Qualifications sub app.
  2. In the report pane, select the Statement of Qualifications you want to copy.
  3. Click Copy.
  4. Add or modify data on the copied Statement of Qualifications.
  5. Click Save/Close.