About Forms in Sagitta

Use this topic to learn how to create, edit, assemble and generate ACORD documents in Sagitta.

To generate forms, access the Forms menu when working with a policy. Click "Forms" from the Sidebar Navigation panel to expand it.

Click "Create Forms" to access the new forms creation page.

The Create Forms page displays two panels. The list of forms available for selection is on the left and the forms you select display in Selected Application Forms on the right. The Create Forms page lists the forms available. The column names are Number, State, Name, and Edition Date.

Create a Form Set

Any time before you Consolidate your form set on the Create Forms page, you can add a descriptive name in the Description field at the top of the page. The same Description field displays on the Retrieve Forms page once the form set has been created and saved.

To make a form set

• Highlight forms from the left-hand panel and use the right-facing double arrows to move your selections to the panel on the right. (You can also double-click an item in either panel to change their position.) Use the left-facing arrows to remove selections.

• Use the Move Up and Move Down buttons to reorder the forms in the list within the Selected Application Forms panel.
• Click "Create" once you are satisfied with the set you have assembled.