Question / Issue |
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How do I create a "Favorites" list for my most frequently used forms and letters? |
Answer / Solution |
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You can add any form, letter or More ACORD form to a Favorites folder on the Print Forms/Letters screen.
- From any Policy Summary Screen, select Print Forms/Letters.
- Select your form from any category (i.e. ACORD Forms, Certificates, etc.).
- 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.
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Related Links |
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Forms Generation Video on Generating forms, letters and Favorites |