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      How to Issue by Uploading a Contract

      This method will parse an uploaded contract, scan for the insurance clause and extract the required policies.

      To download a comprehensive step-by-step walkthrough, click HERE.

      See below for a full video walkthrough: 

       

      This guide will review selecting the most common ACORD form, the ACORD 25.

      This guide will review selecting the most common ACORD form, the ACORD 25.

      This walkthrough will guide you through the following items:

      • Updating the Named Insured
        • Selecting an Existing Named Insured 
        • Edit an Existing Named Insured 
        • Adding a New Named Insured 
      • Updating the Policies
        • Selecting an Existing Policy LOB
        • Edit an Existing Existing Policy LOB
        • Adding a New Existing Policy LOB
        • Additional Insured and/or Waiver of Subrogation Boxes
      • Updating the Description of Operations
        • Language Library 
          Editing Language Library Templates 
          Create a New Language Library Template

      • Updating and Adding Endorsements

        • Endorsement Manager and Endorsement Form Library
        • Create an Endorsement
        • Endorsement Tagging
        • Actions Menus
        • Adding an Endorsement to a Certificate of Insurance
      • Updating the Signature
        • Selecting an Existing Signature 
        • Edit an Existing Signature 
        • Adding a New Signature 
      • Completing the Certificate
        • Assigning the Certificate 
        • Deleting a Certificate in Progress 
        • Saving as a Certificate Template 
        • Saving Certificate for Later 
        • Reviewing the Certificate
          Email the Certificate 
          Fax the Certificate 
          Certificate Issuance

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