Forms: Print Or Email A Blank Form

Required Software Version: Spring 2017

Related Pages

Forms Forms: Configure Forms

Related Categories

Forms

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.

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.

   

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>.

   

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.