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| + | #REDIRECT [[Forms#Frequently_Asked_Questions_.28FAQ.29]] |
| − | ==The phone number showing on my ACORD form is incorrect. How do I fix it?==
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| − | ;Answer
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| − | #Select '''Profiles -> Agency'''
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| − | #Select the '''Form/Numbering Setups''' tab.
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| − | #The '''Address on forms''' drop-down controls what address & phone number display by default to the [[:Category: ACORD Forms|ACORD forms]].
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| − | #*If this is set to '''Agency''', the phone number can be changed under [[Agency Profile|Profiles -> Agency -> Basic tab]].
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| − | #*If this is set to '''Department''', the phone number can be changed under [[Department Profile|Profiles -> Department]]. | |
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| − | Optionally, '''right-click''' within the address field on an ACORD form to override the setting to use a specific address.
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| − | == How do I add an electronic signature to ACORD forms? ==
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| − | :How do I add an electronic signature automatically to an [[:Category:Forms|ACORD form]] when it is [[Batch Send|printed]] or [[Email Integration|emailed]]?
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| − | ----
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| − | ;Answer
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| − | Before you begin, [[Scan An Electronic Signature|assign a scanned signature]] to a [[Producer Profile|user profile]].
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| − | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]].
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| − | #Select the '''Forms''' tab. ''(Optionally, open [[Policy Express]] to limit the forms to one policy.)''
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| − | #Open the form you wish to attach the signature to.
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| − | #Select '''Other -> Signature'''.
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| − | #Select '''Show signature on form'''. | |
| − | #Type the appropriate [[Producer Profile|producer code]].
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| − | #Select '''OK''', then '''Save'''.
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| − | == How do I email a certificate to one holder with a cover letter? ==
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| − | :Is there a way to attach a cover letter to a certificate of insurance before emailing it to a certificate holder directly?
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| − | ;Answer
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| − | There are two basic ways to include a [[Memo Writer: Create a Form Letter Template|cover letter]] within an [[Email Integration|email]].
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| − | *[[Batch Send]] can include a [[Memo Writer: Create a Form Letter Template|memo cover letter]] as the first page of the package PDF file.
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| − | *A [[Memo Writer: Create a Form Letter Template|memo template]] can also be [[Email_Integration#Entering_the_Email_Message_Body|used as the body of the email]], with the certificate as an [[Attachment Integration|attachment]].
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