Add a Liability or Property Certificate

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. Select the desired customer from the list.
4. Click the Policy List button to access the Policy List.
5. In the Policy List, select the policy associated with the certificate.
6. Click Options and then click Certificates.
7. Click Yes to confirm that this is a new certificate.
8. On the New Certificate screen, select the Liability or Property checkbox. If applicable, you are given the options to change the form edition, default data from a previous certificate, and/or default holders from a previous certificate. If you elect to default holders from a previous certificate, determine whether or not you would like to default attached holder Notes. When you have made all the appropriate selections, click OK.
9. If prefilled forms are available, the Prefilled Forms window displays. Select any applicable prefills and click OK.
10. Click on the appropriate policy in the list, highlight a section, and use the Select button to move a section from the Section(s) listbox to the Selection(s) listbox. After you have completed your selections, click OK.
11. If a window with a list of risks displays, click the checkbox beside each risk you wish to include and click OK.
12. The new certificate displays. Enter the certificate information as desired. Click the tabs at the bottom of the screen to move to different certificate screens. It is important to note the following:
    • On the Holder tab, you need to click Add below the button bar in order to enter information for a holder. All fields are disabled until you click Add. To add another holder, click Add again.
    • To add a holder on the Holder tab, double click the Code field to select from a list of universal certificate holders already in your system.
    • • To add a holder from this screen, enter a new seven-character code and click Add. You are prompted, "This holder code was not found in the Universal Holder File. Do you want to add it at this time?" Click Yes. Fill out the holder's information on the Universal Certificate Holder screen that displays and click OK. Click OK again to add this holder to your Universal Certificate Holder list and enter the information on the certificate.
      • You can also bypass the Code field and enter the holder's information directly on the Holder tab if you do not wish to add this holder to your system.
    • As you add each holder, make sure the Queue for Print checkbox is selected if you wish to print a certificate for this holder during the Print Certificate workflow.
    • To add holder notes on the Holder tab, click the Holder Notes radio button. In order to type a note, you need to click the Add button below the button bar. After you have typed the body of the note, click Add again if you wish to add another note.
    • If the certificate includes an ACORD 855NY Construction Certificate of Liability. Click the 855NY (1), 855NY (2), and 855NY (3) radio buttons on the Holder tab and enter information in the fields that display. You must select the Print ACORD 855 NY for this holder checkbox on 855NY (1) if you wish to print the ACORD 855NY form with the certificate
    • In order to add information to the Notes tab, you need to click the Add button below the button bar. After you have typed the body of the note, click Add again if you wish to add another note. The notes do not print as part of the form; they print separately.
13. When you have finished entering information, click File > Save, and then click File > Exit to close the certificate screen.