Difference between revisions of "Forms: Print Or Email A Blank Form"
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(Created page with "Category: ACORD Forms Any ACORD form available in Newton can be printed without policy or client data included. The blank ACORD form can be generated from any active clie...") |
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Revision as of 21:48, 30 December 2013
Any ACORD form available in Newton can be printed without policy or client data included. The blank ACORD form can be generated from any active client.
Print A Blank ACORD Form
- Load Any Client on one of the four Client Tabs. The client will need an active policy or quote.
- Left-Click on any Policy or Quote number to open Policy Express.
- Select Create Item -> Form.
- Left-Click to select the desired ACORD Form and select OK.
- Once the form is opened, select Other -> Print Blank Form.
- Close the form and select No if prompted to save.