Working with ACORD Forms

Use the Client & Policy Forms window to add a variety of ACORD® forms to customer or policy records in InStar. When you add an ACORD form from a client or policy-level window, the Client & Policy Forms window opens, offering a variety of form types for selection. If there are specific forms available for a state, they are listed in the State Specific Forms section.

To add an ACORD form to a customer or policy record, access the Client & Policy Forms window by one of the following methods:
From the Customer Information window, highlight the policy, then click Forms on the bottom tool bar.
From any policy window, click Forms on the tool bar.

Click the desired form button.
For most form types, a list window displays all forms of the selected type that have been created for the customer, if any. If the list of existing forms is lengthy, sort the list by clicking any column header. Double-click an item to view details, or click Add to create a new form.

See the topic for the specific ACORD form type for more information about the fields and options for each form.

The following description details the functionality of buttons available on most ACORD form windows. Some buttons are only available on a specific windows and are described in the specific topic for that form.

Section

Function

Top Navigation Buttons

Use the buttons along the top of the window to perform the following actions:

Button	Function
Close	Close the window.
Add	Add a new form of the selected type.
Print All	Print all forms in the list. Opens the InStar Report Destination window, so that you can set print options such as destination and number of copies.
Print Set	Print the selected forms. Opens the InStar Report Destination window, so that you can set print options such as destination and number of copies.

Additional buttons might be available, depending on the form.

List of Forms

This section displays all forms of the selected type that have previously been issued for the customer.

If the list is lengthy, you can sort it by clicking a column header, or filter it using the filter buttons (if available) at the bottom of the window.

Filter Buttons

Available for most form types.

Button	Function
Active	Filter the list to show active (unexpired) forms only.
Expired	Filter the list to show expired forms only.
All	Show all existing forms (useful if you have previously filtered the list).
Since	Enter a date: the number of forms issued since that date is shown on the lower right side of the window.