Form and Endorsement Configuration

If you are in policy detail, click the Forms & Endorsements link label, and click the Add button to the left of the list to activate the form, a list of the additional coverages added in Form and Endorsement Configuration displays, allowing you to select the appropriate form/endorsement.

1. From the Home screen, do one of the following:
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Policy on the navigation panel or Areas > Policy on the menubar.
3. Click Forms Endorsements on the navigation panel.
4. To sort the list, click the heading of the column by which you wish to sort.

You can do the following from here:

2. • Add a Form or Endorsement
     1. Do one of the following:
        • Click the Add button to the left of the list.
        • Click New > Forms & Endorsements on the options bar.
        • Click File > New > Forms & Endorsements on the menubar.
        • Press [Insert] on your keyboard.
     2. Enter the form or endorsement Number if applicable.
     3. Enter the form or endorsement Name. This field is required.
     4. Optionally select the form's Edition date.
     5. Select a Copyright type from the dropdown list.
        
        • ACORD Corporation
        • Company Specific
        • Insurance Services Office
        • National Council for Compensation Insurance
        • State Specific
     6. Enter the Copyright Code and any relevant Remarks.
     7. Enter a Group code.
     8. Click Finish or press [Enter] to complete the record.
        
        Click Add to add this record and create another one.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes.
   • Edit a Form or Endorsement
     1. Click the form or endorsement to be revised, and then do one of the following:
        • Click the Edit button to the left of the list.
        • Click File > Open on the menubar.
        • Double click the form/endorsement.
     2. Revise the information in the fields on the right.
     3. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes.
   • Delete a Form or Endorsement
     1. Click the form or endorsement to be deleted, and then do one of the following:
        • Click the Delete button to the left of the list.
        • Click File > Delete on the menubar.
        • Press [Delete] on your keyboard.
     2. You are prompted: "Do you wish to delete this record?" Click Yes.
   • Print a List of Forms and Endorsements
     1. To print a list of the forms and endorsements, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. Print this list as you would any other document.