eForms

You can download an electronic, fillable copy of an ACORD or CSIO form when the form (or its latest edition) is not fully integrated into the system. You can download one eForm at a time to your local workstation or add one or more eForm attachments to a client’s account.

Downloading an eForm enables you to complete it outside the system. When you add an eForm attachment before you begin filling out the form, the system saves each version of your edits to the client’s Attachments list, providing a record of your changes. See Add an Attachment for instructions on adding eForm attachments to a client’s account.

Note: To use eForms, you must have Adobe Reader installed.

1. From the Home screen, do one of the following:
• Click Access > eForms on the options bar.
• Click Access > eForms on the menubar.
  
  Note: eForms are also accessible from the Account Locate screen and from client accounts via New > Attachment > eForm on the options bar or File > New > Attachment > eForm on the menubar.
2. The eForm selection popup displays. Narrow the list of forms if necessary.

   Use the search bar above the list to specify the forms that you want to see.

   

   The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

   • Equals: Enter the search criterion (e.g. the full number, edition, or description) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
   • Contains: Enter at least one letter or number of the search criterion (e.g. part of the number, edition, or description) in the field to the right. Click Find.

   To see the filter that is currently applied to the list, hover over the Search where text.

   You can apply multiple filters if necessary.

   1. To apply multiple filters to the list, do one of the following:
   • Click the Edit Filter button . 
   • Press [Ctrl] + E.
   2. The Edit Filter pop-up window displays.
      
      Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

   

   3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
   4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
   5. Click Finish when you have applied all of your desired filters.
      
      To exit the dialog without applying any filters, click Cancel.
3. Select the desired form.
   
   Note: Forms listed with an asterisk are available only as non-fillable PDFs, as ACORD and CSIO do not provide fillable versions of all forms. State-specific ACORD 50 Auto ID cards vary; not all fields on duplicate cards are fillable for all states.
4. Click Continue.
5. Select a location in which to save the form. The file name defaults but can be changed. Click Save.
6. The form opens in Adobe Reader. Use Adobe Reader’s controls to complete the form and save and/or print your changes.
7. To attach the completed eForm to a client’s account, access the account and follow the instructions in Add an Attachment.