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FAQ ID # 38
Last Update : 2009/09/11

Question / Issue
How do I create a "Favorites" list for my most frequently used forms and letters?

Answer / Solution

You can add any form, letter or More ACORD form to a Favorites folder on the Print Forms/Letters screen. 

  1. From any Policy Summary Screen, select Print Forms/Letters.
  2. Select your form from any category (i.e. ACORD Forms, Certificates, etc.).
  3. Right click on the form and select Add to Favorites from the menu that appears.

***NOTE: To delete a form from your Favorites list, highlight the form and either click on the Delete button or right click on the form and select Remove from Favorites.

 

 


Related Links
Forms Generation
Video on Generating forms, letters and Favorites


Direct Link to This FAQ
http://www.itcdataservices.com/support/IPFAQ/?f=38

Tags
Forms, letters generating favorites

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