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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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.
 
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.
  

Revision as of 15:47, 22 December 2017

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.