Difference between revisions of "Talk:Training 4: ACORD Forms"

From Agency Systems Wiki
Jump to navigation Jump to search
m
 
Line 1: Line 1:
__forcetoc__
+
#REDIRECT [[Forms#Frequently_Asked_Questions_.28FAQ.29]]
==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 [[:Category: Forms|ACORD forms]].
 
#*If this is set to '''Agency''', the phone number can be changed under [[Agency Profile|Profiles -> Agency -> Basic tab]].
 
#*If this is set to '''Department''', the phone number can be changed under [[Department Profile|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 [[:Category:Forms|ACORD form]] when it is [[Batch Send|printed]] or [[Email Integration|emailed]]?
 
 
 
----
 
;Answer
 
Before you begin, [[Scan An Electronic Signature|assign a scanned signature]] to a [[Producer Profile|user profile]].
 
#[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|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 Profile|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 [[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]].
 

Latest revision as of 20:35, 22 December 2017