Difference between revisions of "Forms: Print Or Email A Blank Form"

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Revision as of 20:48, 19 March 2018

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.

Print A Blank ACORD Form

  1. Load Any Client on one of the four Client Tabs. The client will need an active policy or quote.
  2. Left-Click on any Policy or Quote number to open Policy Express.
  3. Select Create Item -> Form.
  4. Left-Click to select the desired ACORD Form and select OK.
  5. Once the form is opened, select Other -> Print Blank Form.
  6. Close the form and select No if prompted to save.