1. Open the customer for whom you want to create the Evidence of Property Insurance (EPI).

2. To select the policy, right-click on the Policy row you want to create the EPI for.

3. Click Evidence of Property from the eForms menu. This opens the Evidence of Property data entry form for the selected policy.

1. Open the customer for whom you want to create the Evidence of Property Insurance (EPI), and then launch eForms Manager in one of the following ways:

1. • From the menu bar in the Policy, Line of Business, or Claims data entry form, click Operation > eForms Manager.

   • Click the eForms Manager icon from the toolbar, when available.

2. Select the policy and transaction date for which you want to create the EPI. Click Refresh if needed.

3. From the eForms Manager menu, click eForms > Evidence of Property > New. The Evidence of Property data entry form appears.

Use the following procedure to create an Evidence of Property Insurance (EPI) with information from a policy:

1. From eForms Manager select the policy and transaction date that includes the information you want to use to create the EPI. Click Refresh if necessary. From the menu, click eForms > Evidence of Property > New. The Evidence of Property data entry form appears.

2. From the Form list, select the version of the form you want to create.

3. From the Available Line(s) of Business, select the line(s) of business to include on the form and then click Load Risks.

4. The Risk Information from the selected lines of business appear in the grid. To include information for a risk on the form, select it from the grid by checking the Select box.

5. To add a note that appears on the form, write the note in the Note/Message box, and check the Print Note with form checkbox.

6. When you have finished making your selections click Holder Detail. The Add/Edit EPI Holders form appears in place of the Evidence of Property data entry form.

7. Enter the Holders for whom the form is to be printed. For more information see Add/Edit EPI Holders.

8. When you have finished entering holders, click Create/Refresh Forms. The Evidence of Property Insurance form appears in the viewing pane for editing.

9. To make changes to the EPI, click the Edit icon on the toolbar or from the menu click File > Edit.

The data you type on the form is saved with the form in eForms Manager. It is not saved in the policy database and does not flow back to the Policy data entry form.

10. When your changes are complete, click the Save icon on the toolbar or from the menu click File > Save. The new EPI appears in the Customer/Policy Transaction/Form Tree.

Use the following procedure to create an Evidence of Property Insurance (EPI) without detail information from a policy:

1. From the eForms Manager, select the policy and transaction date for which you want to create the EPI. From the menu click eForms > Evidence of Property > New. The Evidence of Property data entry form appears.

2. From the Form list, select the version of the form you want to create.

3. Do not make a selection from the Available Line(s) of Business.

4. To add a note that appears on the form, write the note in the Note/Message box, and check the Print Note with form checkbox.

5. When you have finished making your selections click Holder Detail. The Add/Edit EPI Holders form appears in place of the Evidence of Property data entry form.

6. Enter the Holders for whom the form is to be printed. For more information see Add/Edit EPI Holders.

7. When you have finished entering holders, click Create/Refresh Forms. The Evidence of Property Insurance form appears in the view pane for editing.

8. To enter information on the EPI click the Edit icon on the toolbar or from the menu click File > Edit. The EPI appears with shading in the areas where you can enter information.

The data you type on the form is saved with the form in eForms Manager. The data is not saved in the policy database and does not flow back to the policy data entry form.

9. When you have finished entering information on the form, click the Save icon on the toolbar or from the menu click File > Save. The new EPI appears in the Customer/Policy Transaction/Form Tree.