Forms: Print Or Email A Blank Form
Revision as of 20:48, 19 March 2018 by Mlively (Talk | contribs) (Mlively moved page Form: Create A Blank ACORD Form to Forms: Print Or Email A Blank Form)
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
- Load Any Client on one of the four Client Tabs. The client will need an active policy or quote.
- Left-Click on any Policy or Quote number to open Policy Express.
- Select Create Item -> Form.
- Left-Click to select the desired ACORD Form and select OK.
- Once the form is opened, select Other -> Print Blank Form.
- Close the form and select No if prompted to save.