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Custom Forms and CertificatesRead more
Using System PDF Form Templates
Learn how to clone a pre-built system PDF form template into your agency's account. This guide covers selecting a system template such as standard ACORD forms, reviewing and customizing the cloned template, and activating it for use.
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Custom Forms and CertificatesRead more
Creating Custom Templates for PDF Forms and Certificates
Learn how to create custom PDF forms and certificates. This guide explains how to upload PDFs or create/design them directly within the platform, with fields that automatically populate customer and policy information.
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Custom Forms and CertificatesRead more
Mapping Data Fields in Form Templates
Learn how to use data mappings in PDF and Web Form templates to automatically fill fields with customer, policy, agent, office, and agency data — including custom fields. Understand the 7 available areas, how placeholders work, and how to clear mappings.
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Custom Forms and CertificatesRead more
Generating PDF Forms and Certificates
Learn how to generate PDF forms and certificates using custom templates or by uploading PDFs directly from your computer. This guide walks you through the process of populating these documents with customer and policy information or making changes as needed.