Forms: Configure Forms

Required Software Version: June 2015

Related Pages

Batch Send MyInsuranceDashboard.com Integration Preferences Scan An Electronic Signature Training 4: ACORD Forms

Related Categories

Forms

The global forms and ACORD form configuration options are accessed by selecting Other -> Configure Forms. (Operator security level 9 is required)

Other: Batch Hide/Show ACORD Form Library Items

Select Other to control which forms are available within the list of forms provided when a new form is generated.

• Hide All State Specific Except TX: Hides all ACORD forms specific to a state that does not match the agency profile state.
• Hide All Commercial/Personal: Hides all commercial lines or personal lines ACORD forms.
• Hide All/Show All: Hides all forms or shows all forms.

Individual forms can still be marked hidden or marked to show, even after one of the global options is selected.

All Forms

Many global configuration options are combined within a single All Forms... menu.

Printed Form Dates

The printed form dates option controls which date is displayed on each ACORD form.

• Use date on form: Default option, which will continue to mirror prior behavior and print the saved form date visible on the ACORD form.
• Always use current date, unless policy is expired: When a form is printed/emailed, the date will automatically show the current date, as long as one of the policies is active.
• Use current date when printed from MyInsuranceDashboard, unless expired: Only forms generated by MID will automatically show the current date.

Schedule Window Size

Increasing the Schedule Window Size will adjust the text and field display size for schedule entry fields such as drivers, vehicles, properties and equipment.

Schedule Size 1

NY ID Config

See: New York Driver ID Card Configuration.

Print Font

Adjusting the Print Font and color will modify any printed, previewed, or emailed forms.

Only the editable data will be modified. For example, changing the color to blue leaves the form template text unchanged.

Configure

Individual forms can be hidden from the list of available forms. In addition some forms contain static text with no data which can be prevented from printing.

Select the desired form and select Configure.

Choose to show/hide the form on the forms list and if pages with no data should be printed.

To hide groups of forms, such as state-specific forms, see the section above.