Print a Certificate

  1. At Home Base, click Clients & Files.
  2. Select Customers or Prospects from the dropdown list.
  3. Select the client in the list.
  4. Click the Policy List button.
  5. On the Policy List, click Options and select Certificates.
  6. Use the Next and Previous buttons to locate the correct certificate.
  7. From the File menu, select Print.
  8. In the Holder Options frame, determine whether you wish to print the certificate for All holders or just the Queued holders (the holders for whom the Queue for Print checkbox is selected on the Holder tab of the certificate).
    1. To change which holders are queued, click the Modify Queue button. The Current Holders window displays.
    2. Click a holder in the list to switch the Queue column between Yes and No.
    3. When you have finished modifying the queue, click OK.
  9. Specify the Print Date: As Defined by Holder, System Date, Issue Date or Last Issue Date.

    If changes are made to a certificate, you will probably want to print the system date. If no changes were made, you will most likely want to print the holder issue date. If changes were made but not since the last time the certificate was printed, the last issue date is the best option.
  10. To change the Producer, double click in the field to the right and make the appropriate selection. Delete the contents of the Producer field if you do not want the producer's name to print on the certificate.
  11. Change the Agency and/or Branch if necessary.
  12. To add a signature, double click the Signature field to choose from available signature files.
  13. In the Scheduled Attachments frame, select any applicable schedules to print with the certificate. You can change the default message that prints at the top of the schedules if desired.
  14. You can select to Queue the certificate for printing, to Print it immediately, or to Preview it before printing.
  15. Select the appropriate Printer from the dropdown list.
    Note: Click Printer Setup and make any necessary changes if you need to amend the settings for the selected printer.
  16. Once you have finished filling out the screen, click OK.

    Note: You may be prompted to fill out an activity. Fill out the activity detail, click OK, and click Yes to confirm the activity entry.