Print a Binder

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.

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 customer in question and access the Proofs of Insurance area.
1. To access Accounts from the Home screen, do one of the following:
  - 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:
1. In the Locate account dropdown menu, select Client.
Click Binders under Proofs of Insurance on the navigation panel.

Note: You can access binders from the Policies area by clicking Access > Proofs > Binders > Open Binders or Closed Binders on the options bar or menubar.
A list of binders for the selected customer displays. Change the binders that display in the list if necessary.
Use the search bar to display binders 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 binders.
Selecting multiple criteria performs an "and" search (for example, binders with an effective date range with a specific Line Type).
1. Click the Edit Filter button .
2. The Edit Filter pop-up window displays. Click the Add button to add filters.
3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
  
  Click the Delete button to remove a filter from the list.
4. Click Finish when you have applied all of your desired filters.
  
  Hover over the Search where text to see the filter that is currently applied to the list.
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.
1. Make a selection in the first dropdown menu.
2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
1. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
  
  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 the binder you wish to print.

Do one of the following:

Click Print > Binder on the options bar.
Click File > Print > Binder on the menubar.

The Print Binder window displays. Enter the appropriate information on the following tabs:

Detail
1. 1. The Issuing company defaults but can be changed if necessary.
  2. Select a producer Code if applicable
  3. Select the Printer from the dropdown menu, or click Change Printer Settings to display the Print window.
Forms
1. The Forms tab lists the applications that are associated with this submission.
2. Select/deselect the Print binder conditions page checkbox as needed.
3. Select the Automatically include supplemental forms and overflows checkbox if desired.
4. To print a form in a different language, click to highlight the form and select the Language from the dropdown menu. If no other language is available for the form, the Language menu disabled.
5. The 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 that is not listed, click the Add button , select the checkbox next to the desired form(s) in the pop-up window that displays, and click Finish or press [Enter].
  
  Note: Click Cancel to close the Available Forms window without adding any more forms.
  
  To remove a form from the list of forms to be submitted, select the form in the list and click the Delete button or press [Delete] on your keyboard.
Organization Contact
The Organization Contact tab displays the contact information for your organization that will be used when the binder is printed. 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. In the Name field, select the name of the agency, branch, or department.
2. To change the Address, click the lookup 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 open a new email message from this screen.
4. In the License frame, select Print license # if applicable. Specify whether the license number for the Agency or Branch should be printed.

Click Finish to print the binder.

Click Cancel or press [Esc] to close the screen without printing the binder. You are prompted,: "Do you wish to cancel printing?" Click Yes.

Click Preview to see an on-screen preview of the binder before printing.