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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[[Category: ACORD Forms]]
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[[Category: Forms]]
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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.
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<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Forms]] Newton User Guide: [[Newton User Guide#Forms|Forms]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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</tr>
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<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
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    <td>Related Pages</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[Forms]]</li>
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<li>[[Forms: Configure Forms]]</li>
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</ul>
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</td>
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</tr>
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<tr style="background-color: #d3d3d3; text-align: center; ">
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    <td>Related Categories</td>
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</tr>
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<tr>
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<td>
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<ul>
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<li>[[:Category:Forms|Forms]]</li>
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</ul>
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</td>
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</tr>
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</table>
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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.  
  
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==== Print A Blank ACORD Form ====
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==== Print or email a blank form ====
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#Load Any Client on one of the four Client Tabs.  The client will need an active policy or quote.  
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[[File:Ic_info_black_24dp.png]]  Prior to printing a form, a client with a policy must already be entered into the system. See [[Policy: Create A Policy|Create A Policy]] for more details.
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#'''Left-Click''' on any Policy or Quote number to open '''Policy Express'''.
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#[[Client_Tab#Find_a_Client|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.)''
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#Select '''Create Item -> Form'''.
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#On the [[Client Tab: Client Dashboard|'''Client Dashboard''' tab]] select '''Create Item''' -> '''Form''' from the top toolbar.
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#'''Left-Click''' to select the desired ACORD Form and select '''OK'''.
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#:[[File:Clienttab-dashboard-toolbar.png]]
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#Once the form is opened, select '''Other -> Print Blank Form'''.
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#Select the desired form and select '''OK'''.  
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#:The list can be filtered by typing the name of a form, or the number of a form. 
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#: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. 
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#:To clear the filter, press '''<backspace>'''.
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#:[[File:Forms-addforms-filters.gif]]
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#If prompted, select a policy number and select '''OK'''.  
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#An empty form will open with the agency and client details pre-filled. This information will be hidden automatically when printed.
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#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.
 
#Close the form and select '''No''' if prompted to save.

Latest revision as of 20:40, 7 May 2018

Ic description black 24dp.png Newton User Guide: Forms
Ic info black 24dp.png Required Software Version: Spring 2017
Related Pages
Related Categories

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.
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