Closing an Illustration

1. Start an illustration.
   1. On the Go To menu, click Create a Product Illustration

      -or-

      On the Home page navigation pane, click New Illustration.

   2. On the Start New Illustration page, select the Source Information for the new case:
      1. In the list, select the Issue State for the owner of the policy or contract.
      2. In the list, select the Product Type that you are illustrating. Available products will then display in the Product Selection grid.
      3. In the list, select a Sales Concept.
   3. In the Product Selection grid, select the Product Name to illustrate.
2. To close the illustration without saving changes, click Close on the toolbar.

   -or-

   To save your changes before closing the illustration:

   1. On the toolbar, click Save.
   2. On the Save page, type a case Name and select a Folder Location.
   3. Click Save.
   4. On the illustration page toolbar, click Close.