Using the Internal ACORD Form Viewer

About

The ACORD Viewer in InsurancePro allows the user to view, edit, save, and email ACORD Forms.  Most of the forms released since January of 2011 will prefill.

Creating a New Form

New forms are created from within the Policy Summary Screen's Forms and Letter's panel.  Select the "ACORD Forms" category, select an available form and either double click it or click on "Open".  A new window with the selected ACORD Form will display.  Edit this form as you wish.

Saving a Form for Future Edits

Should you need to stop editing a form and come back later for any reason, you can save the form to be edited later.  Click on the save button in the upper left corner of the viewer window to do this.  You may be prompted to name the document.

Save As

Need to generate a new form that differs slighty from a form that is already saved? Go to the saved form make the necessary changes and click the "Save As" button to save your form to a new name preserving your old form.

Emailing a Form

Saving a Form to PDF

When you have completed filling out a form and need to preserve your changes as a finalized document, you can save the document as a PDF.  Saved PDF documents appear in your Scanned Images and Documents panel on your Policy Summary screen.