.png?height=120&name=61a69bd62207876ebe6cd252_chero-logo-with-r%20(1).png){kind=logo}
A single certificate revision allows a user to make a change to a single certificate. This method may be utilized when an Insured or Holder requests an update to just one certificate.
To download a comprehensive step-by-step walkthrough, click HERE.
This guide will walk you through the process of revising a single certificate.
For purpose of this walkthrough, we will imagine the revision request is asking for 30-day Notice of Cancellation verbiage to be added, and “required by written contract” verbiage tagged at the end of the Additional Insured/Waiver of Subrogation wording.
Scroll through the walkthrough below to review processing a single revision.
Or
Locate and click the topic below to jump to that segment of the walkthrough.
- Starting a Single Certificate Revision
- Selecting the Certificate to Revise
- Identify the Area on the the Certificate to Revise
- Revising and Saving the Changes
- Reviewing and Issuing the Single Certificate Revision
Starting a Single Certificate Revision
To begin a single certificate revision, enter your Certificate Manager by dropping down “Certificates” on the left menu, and clicking the “Manager”.
Back to Top
Selecting the Certificate to Revise
Within your Certificate Manager, locate the certificate you need to revise.
You can scroll through the list of certificates, or utilize the filters to locate the certificate for revision.
Once you have found the certificate needed for the revision, click the Actions dropdown menu on the far right, and click “Revise”.
Back to Top
Identify the Area on the Certificate to Revise
This will take you to the Certificate Editor.
The certificate preview on the right provides a real-time display of any additions and edits you make to a certificate.
The GREY selectors indicate areas on the certificate that you can interact with and modify.
Locate the GREY selector for the area which you need to revise, in this case, the Description of Operations.
Back to Top
Revising and Saving the Changes
When the DOO editor appears in the CIO resources to the right, begin updating the verbiage to be added.
You can also utilize the verbiage already established in your agency’s Language Library.
Select the verbiage and click “Add Description of Operations”.
Confirm the verbiage added to the DOO, and click “Update Certificate” to add to the ACORD form.
The DOO on your ACORD form has now been updated.
Back to Top
Reviewing and Issuing the Single Certificate Revision
Click “Review” to preview your certificate and proceed with issuance.
Take a moment to preview your revised certificate on the left and add any needed distribution on the right.
When you are ready to issue, select one of the issuance methods at the bottom.
