Print a Certificate

When new editions of existing 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 form prints.

An attachment that is to be included with the certificate 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.
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 your Locate by selection) 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).
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 on the appropriate certificate in the list.

Do one of the following:

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

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

Detail
1. Select a producer Code from the dropdown menu.
2. Pick the correct Printer from the dropdown menu, or click Change printer settings to display the Print window.
Holders
This tab lists the holders associated with the selected certificate.
1. Select the checkbox next to any holder(s) you wish to include, or click the Select All link label to select all of the holders in the list.
2. If you wish to change the order in which holders are sorted on the certificate, save a PDF copy of the certificate or print a separator page:
The destination of the saved items depends on the way you access Applied Epic:
- If you access Applied Epic through a web browser, the items save to your browser's default Downloads folder.
- If Applied Epic is installed locally on your computer, you are prompted to select the destination.
1. If the Print Options are available to you, optionally select the Group certificates by number of pages and/or Print separator page checkboxes.
See Certificate Configuration for more information on the options in steps iii and iv.
1. If you wish to print the holder attachments associated with this certificate, select the Print holder attachments checkbox. This checkbox is selected by default if it was marked in the Holder section in certificate detail.
Forms
1. The Forms tab lists the forms that are associated with this certificate.
  
  Select the Automatically include supplemental forms and overflows checkbox if desired.
2. To print a form in a different language, click to highlight the form and make the appropriate selection in the Language dropdown menu. If no other language is available for the form, the Language list is not enabled.
  
  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.
3. 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 appropriate item 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 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. Ensure that the correct Line of business is selected.
2. From the Name field, select the name of the agency, branch, or department.
3. 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 the Organization Contacts area to ensure that the address has been entered and associated to the correct structures.
4. Revise the Phone, Fax, and Email fields as necessary. You can click the email icon to launch a new email message from this screen.
5. In the License frame, select Print license # if applicable. Determine whether the license number for the Agency or Branch should be printed.

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

Click Finish or press [Enter] to continue.

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