Difference between revisions of "Forms: Print Or Email A Blank Form"
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<td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td> | <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td> | ||
Latest revision as of 20:40, 7 May 2018
 Newton User Guide: Forms |
 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
Prior to printing a form, a client with a policy must already be entered into the system. See Create A Policy for more details.
- 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.)
- On the Client Dashboard tab select Create Item -> Form from the top toolbar.
- 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>.
- If prompted, select a policy number and select OK.
- An empty form will open with the agency and client details pre-filled. This information will be hidden automatically when printed.
- Select Other -> Print Blank Form. (Optionally select Preview Blank Form, then save as a .PDF document to use as an email attachment.)
- Close the form and select No if prompted to save.
