Print an Evidence of Property

When new editions of existing ACORD forms are implemented, the version that displays on your Applied Epic screen is the most recent edition. The system can display only one version at a time. However, policies written with older versions of the same form still print the edition used at the time of issuance. Upon renewal of the policy, the new/most recent edition of the ACORD form prints.

An attachment that is to be included with the evidence must be one of the following file types: .PDF, .DOC, .DOCX, .DOCM, .XLS, .XLSX, .XLSM, .CSV, .TXT, .TIF, .TIFF, .GIF, .GIFF, .JPG. .JPEG, .JPE, .BMP, or .MSG.

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.
  
  Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
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 list) 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, to sort by last name in ascending order, click the Last Name column heading. 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 Evidences on the navigation panel below Proofs of Insurance.

Note: You can access evidences from the Policies area by clicking Access > Proofs and then Evidence of Property or Evidence of Commercial Property on the options bar or menubar.
A list of evidences for the selected client displays. Change the evidences that display in the list if necessary.
1. Click the word Evidence in the view filter.
A list of choices displays:
1. - Property
  - Commercial Property
  - Additional Interest
1. Click on the appropriate selection.
Use the search bar to display evidences 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 evidences.
Selecting multiple criteria performs an "and" search (for example, issued evidences 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.

Click on the evidence that you want to print.

Do one of the following:

Click Print > Evidence on the options bar.
Click File > Print > Evidence on the menubar.
Right click the evidence and select Renew Evidence.

The Print Evidence window displays. The window contains these tabs:

Detail
1. Choose the appropriate Issuing company.
2. Select the correct Premium payable type:
  - BR Broker (External)
  - CA Carrier
  - IN Broker (Internal)
3. Choose the appropriate Premium payable entity.
4. Select the ICO or PPE radio button.
5. Select a producer Code from the dropdown list.
6. Pick the correct Printer from the dropdown list, or click Change printer settings to display the Print window.
Additional Interests
This tab lists the additional interests associated with the selected evidence.
1. Select the checkbox next to any additional interest(s) you wish to include, or click the Select All link label to select all of the additional interests in the list.
2. If you wish to change the order in which additional interests are sorted on the certificate, save a PDF copy of the certificate or print a separator page:
  1. Click the Set Print Order link label.
  2. In the Set Additional interest Order popup window, click the appropriate radio button:
    - Additional Interest Name
    - Named Insured, Additional Interest Name
    - Named Insured, Additional Interest State, Additional Interest Name
    - Named Insured, Insured City, Additional Interest Name
    - Client Output Category, Additional Interest Name
    - Custom Sort
      
      Note: If you choose Custom Sort, make the appropriate selections in the 1st Sort Order, 2nd Sort Order, and 3rd Sort Order dropdown menus.
  3. If your agency is set up to do so, optionally select the Save local copies of evidence PDFs checkbox. Also optionally select Save additional interest pack to local drive and/or Save client pack to local drive.
    
    A default location might default into the Destination Folder field, depending on how this is configured in your organization. If it does not default in or if you would like to save to a different location, click Browse and select the appropriate folder.
  4. If these options are available to you, optionally select the Group evidences by number of pages and/or Print client pack with separator pages checkboxes.
See Evidence of Insurance Configuration for more information on the options in steps iii and iv.
1. If you wish to print the additional interest attachments associated with this certificate, select the Print additional interest attachments checkbox. This checkbox is selected by default if it was marked in the Additional interest section in certificate detail.
Organization Contact
The Organization Contact tab displays the contact information for your organization that will be used when processing this action. The information on this tab defaults based on the settings established for this structure/workflow combination in Workflow Defaults Configuration, but you can override it if necessary.
1. From the Name field, select the name of the agency, branch, or department.
2. To change the Address, click the magnifying glass button . The Select Address screen displays, showing all addresses associated to the agency, branch, or department. Select the appropriate address and click Finish.
  
  Note: If the address that should be used for this workflow does not display, check Organization Contact Configuration to ensure that the address has been entered and associated to the correct structures.
3. Revise the Phone, Fax, and Email fields as necessary. You can click the email icon to launch a new email message from this screen.
4. In the License frame, select Print license # if applicable. Determine whether the license number for the Agency or Branch should be printed.
Forms

The Forms tab lists the forms that are associated with this evidence. These forms print in the order in which they display in the list. To move an item up or down in the list, click the item and then click the up arrow or down arrow as necessary.

To add a form to the list, click the Add button to the left of the list. The Available Forms window displays. Select the checkbox next to each form to be added, and then click Finish or press [Enter].

To remove a form from the list, click to highlight it, and then click the Delete button to the left of the list or press [Delete] on your keyboard.

Note: You must select a printer on the Detail tab.

Click Finish to continue.

Click Cancel or press [Esc] to close the window without printing the evidence.

Click Preview to preview the evidence before printing it.