Print a Holder List

Note: This article contains printing instructions that are only applicable if Applied Epic is installed locally on your computer. If you access Epic through a web browser such as Google Chrome, Mozilla Firefox, or Microsoft Edge, you cannot print directly from within the system. See Printing for more information about the printing capabilities available from Epic Browser. All other steps in this article are applicable to both methods of accessing Epic unless stated otherwise.

Locate the client in question and access the Proofs of Insurance area.
1. To access Accounts from the Home screen, do one of the following:
1. - Click Accounts on the navigation panel.
  - Click Areas > Accounts on the menubar.
  - Click the down arrow next to Home on the options bar and select Accounts.
  - Click Locate on the options bar.
To access Accounts from another area of the program, do one of the following:
- Click Home > Accounts on the menubar.
- Click the down arrow next to Home on the options bar and select Accounts.
- Click Locate on the options bar.
1. In the Locate account dropdown menu, select Client.
2. In the Locate by dropdown menu, select the appropriate option.
3. Select the suitable checkbox or checkboxes to the right.
  - Insureds
  - Prospects
  - Active
  - Inactive
4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
  
  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
5. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
6. Highlight the desired item in the Results list.
7. Click Proofs of Insurance on the navigation panel or Areas > Proofs of Insurance on the menubar.
Click Certificates on the navigation panel.

Note: You can access certificates from the Policies area by clicking Access > Proofs > Certificate of Liability or Certificate of Property on the options bar or menubar.
A list of certificates for the selected customer displays. Change the certificates that display in the list if necessary.
1. Click the word Certificates in the view filter.
A list of choices displays:
1. - Liability
  - Property
  - Intermodal Interchange
  - Holder
1. Click on the appropriate selection.
Use the search bar to display certificates that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of certificates.
Selecting multiple criteria performs an "and" search (for example, issued certificates with a specific Line Type).
To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.

If you want to print the holders for a specific certificate, click on the appropriate certificate in the list. If not, skip to the next step.

Do one of the following:

Click On Demand > Holder/Additional Interest List on the options bar.
Click On Demand > Holder/Additional Interest List on the menubar.

The Print Holder List window includes these pertinent tabs:

Holder Options
1. Make a selection in the Holder name filter section:
  - All: All holders.
  - Range: An alphabetical range of holders. Enter at least one letter in the From and Through fields to set the range.
2. Make a selection in the Issued Date Filter section:
  - All: All dates.
  - Range: A range of dates. Enter dates the From and Through fields, or click the dropdown arrows to the right of the fields to choose dates from the dropdown calendars to set the range.
3. Make a selection in the Description of Operations/Description of Property section:
  - Include
  - Exclude
4. Make a selection in the Include Holders from section:
  - Only this certificate
  - All certificates for this client: Select the checkbox(es) to specify Liability Certificates and/or Property Certificates.
5. Select the Include Additional Interests checkbox if applicable.
Distribution
1. To change the circumstances under which you are notified that the list has been printed, click the Change Notification Settings link label, select the desired radio button, and then click Finish or press [Enter]. These are the notification options:
  - Notify if unsuccessful only
  - Notify if successful or unsuccessful
  - No notification
2. To choose a contact to whom to send the submission, click the lookup button to the right of the Contact field and select the appropriate person in the pop-up window that displays.
3. If the holder has a preferred contact method, it defaults in the Via field; otherwise, Print defaults. This selection can be changed if necessary.
  - Email
    In the Email/Fax Details frame, select the sender’s email address from the From dropdown, or click the Change Sender link label.
    
    If you click Change Sender, the Change Sender pop-up window displays.
    
    Select an email address from the dropdown.
    
    Click Finish or press [Enter] to accept the changes, or click Cancel to discard them.
    
    The highlighted contact’s email address populates the To field, but you can enter additional email addresses manually if necessary (separating them with semicolons), or click the To button to open the Contact Address Book.
    
    If necessary, enter Cc and Bcc email addresses (separating multiple addresses with semicolons), or click the Cc or Bcc button to open the Contact Address Book.
    
    Enter a Subject for the email.
    
    Enter a Message to display in the body of the email. Use the formatting ribbon to format text and add images or links if necessary. Hover over each button to display its function in a tooltip.
    
    If necessary, select a Template to apply to the email. The Branding Profile and Email Signature associated to the selected template default, but you can change these dropdown menu selections if necessary.
    To restore the default Email Signature (or clear the signature if no default is set), click the Refresh link label.
    
    To preview the email, select Show message as the recipient will see it. If the selected Template includes merge variables, the variables populate in the preview so you can see the message as the recipient will.
    
    In the Delivery Options frame, choose to send the email Now or Schedule it to send later. If you choose Schedule, enter a date and time for the email to send.
    
    Click the Preview button to display any attachments that will be included with the email.
  - Fax
    You are prompted: "A sender must be defined for the outgoing fax." Click OK.
    
    In the Change Sender pop-up window, enter a Name or select a Name from the dropdown menu. Enter the correct information in the remaining fields, and then click Finish or press [Enter].
    
    Enter the correct Fax number if it does not default into the field.
    
    Enter a Subject for the fax.
    
    Optionally enter a Message to print on the fax cover sheet.
    
    Select a fax Cover page.
    
    To change the Language of the selected Cover page, select it from the Language dropdown menu.
    
    Note: you must set up a Cover page in all desired languages in Fax Cover Page Configuration to make these languages available for selection from this dropdown menu.
    
    If you want to see a preview of the fax cover page, click the Preview link label to the right of the field.
    
    If you want to change the name of the person who is sending the fax, click the Change Sender link label. In the window that displays, select a new Name, fill in the other pertinent fields, and click Finish or press [Enter].
    
    Choose to send the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
    
    Click Finish.
  - Print
    Pick the correct Printer in the dropdown list, or click Change Printer Settings to display the Print window.
    
    Choose to print the file Now or Schedule it to be sent later. If you choose Schedule, enter a date and time for the file to be sent.
    
    Click Continue.

Click Preview to see a preview of the holder list.

Click Finish to print, fax, or email the list.