How to Issue by Uploading a Sample Certificate

This method will allow you to upload a sample certificate and add the required policies based on the sample.

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

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

This walkthrough will guide you through the following items:

• Starting the Certificate Issuance Process
• Anatomy of the Certificate Editor

• Updating the Agency Contact
  • Selecting an Existing Agency Contact 
  • Edit an Existing Agency Contact 
  • Adding a New Agency Contact 

• 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 Certificate Holder
  • Selecting an Existing Certificate Holder 
  • Edit an Existing Certificate Holder 
  • Adding a New Certificate Holder

• 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

Click to return to “Create Certificates" Homepage