Forms: Print Or Email A Blank Form

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Ic description black 24dp.png Newton User Guide: Forms
Ic info black 24dp.png Required Software Version: Spring 2017
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Any form available in Newton can be printed without policy or client data included. The blank form can be generated from any active client with a policy.

Print or email a blank form

Ic info black 24dp.png Prior to printing a form, a client with a policy must already be entered into the system. See Create A Policy for more details.

  1. Search for and load the client or prospect with a policy. (If the form is not for a specific client, select any client with a policy.)
  2. On the Client Dashboard tab select Create Item -> Form from the top toolbar.
    Clienttab-dashboard-toolbar.png
  3. Select the desired form and select OK.
    The list can be filtered by typing the name of a form, or the number of a form.
    Enter "truck" for trucking application, or "25" for the ACORD 25 Certificate of Liability. The entered filter can be viewed in the title bar of a window.
    To clear the filter, press <backspace>.
    Forms-addforms-filters.gif
  4. If prompted, select a policy number and select OK.
  5. An empty form will open with the agency and client details pre-filled. This information will be hidden automatically when printed.
  6. Select Other -> Print Blank Form. (Optionally select Preview Blank Form, then save as a .PDF document to use as an email attachment.)
  7. Close the form and select No if prompted to save.