Difference between revisions of "Talk:Training 4: ACORD Forms"
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(→How do I add an electronic signature to ACORD forms?: new section) |
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#Type the appropriate [[Producer Profile|producer code]]. | #Type the appropriate [[Producer Profile|producer code]]. | ||
#Select '''OK''', then '''Save'''. | #Select '''OK''', then '''Save'''. | ||
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| + | == How do I email a certificate to one holder with a cover letter? == | ||
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| + | :Is there a way to attach a cover letter to a certificate of insurance before emailing it to a certificate holder directly? | ||
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| + | ---- | ||
| + | ;Answer | ||
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| + | There are two basic ways to include a [[Memo Writer: Create a Form Letter Template|cover letter]] within an [[Email Integration|email]]. | ||
| + | *[[Batch Send]] can include a [[Memo Writer: Create a Form Letter Template|memo cover letter]] as the first page of the package PDF file. | ||
| + | *A [[Memo Writer: Create a Form Letter Template|memo template]] can also be [[Email_Integration#Entering_the_Email_Message_Body|used as the body of the email]], with the certificate as an [[Attachment Integration|attachment]]. | ||
Revision as of 17:35, 25 November 2015
Contents
The phone number showing on my ACORD form is incorrect. How do I fix it?
- Answer
- Select Profiles -> Agency
- Select the Form/Numbering Setups tab.
- The Address on forms drop-down controls what address & phone number display by default to the ACORD forms.
- If this is set to Agency, the phone number can be changed under Profiles -> Agency -> Basic tab.
- If this is set to Department, the phone number can be changed under Profiles -> Department.
Optionally, right-click within the address field on an ACORD form to override the setting to use a specific address.
How do I add an electronic signature to ACORD forms?
- How do I add an electronic signature automatically to an ACORD form when it is printed or emailed?
- Answer
Before you begin, assign a scanned signature to a user profile.
- Load a client on one of the client tabs.
- Select the Forms tab. (Optionally, open Policy Express to limit the forms to one policy.)
- Open the form you wish to attach the signature to.
- Select Other -> Signature.
- Select Show signature on form.
- Type the appropriate producer code.
- Select OK, then Save.
How do I email a certificate to one holder with a cover letter?
- Is there a way to attach a cover letter to a certificate of insurance before emailing it to a certificate holder directly?
- Answer
There are two basic ways to include a cover letter within an email.
- Batch Send can include a memo cover letter as the first page of the package PDF file.
- A memo template can also be used as the body of the email, with the certificate as an attachment.
