Accord certificate 25

Accord certificate 25
 
This will show all certificates for this inured.  If you want to see all certificates for all insureds you would enter this screen form the main menu and forms.
 
 
1

Browse view

1. Browse view
This will show all certificates for the chosen insured.  If you entered this screen from the main menu - forms, you would see all certificates for all insured's. 
 
 
2

Tab

2. Tab
You can change how you look up a insured by clicking on the above tabs.  You can also click on any column heading to change the display order.
 
 
3

Scroll bar

3. Scroll bar
<TODO> Insert description text here... And don't forget to add keyword for this topic
 
4

Print

4. Print
Click here to print all certificates for this insured.  Click the tag column to print just certain certificates.
 
 
5

Sign

5. Sign
This button will allow you to enter a producers name and print it on the certificate.
 
 
6

Email

6. Email
Click here to begin email process. then click the print button.  YOu can see tutorials on this.  Go there
 
 
7

Ins

7. Ins
Clicking here will allow you to enter a new cert.  This screen will look like this.  go there
 
8

Batch change certs

8. Batch change certs
This button will allow you to change all tagged certificates.  For example you want to change the policy# on 100 certificates.  You would start here.
 
 
9

Archive

9. Archive
Move tagged records to the archive tab.
 
10

Change cert

10. Change cert
Change the highlighted certificate.
 
 
11

View

11. View
View the cert but does not allow for change to the cert.
 
12

Delete

12. Delete
Remove the highlighted cert.
 
13

Tag

13. Tag
This will tag the highlighted record.  You could also click in tag column.
 
14

Tag All

14. Tag All
Tag all.  This will tag all the certs on the screen.  You would do this to print all certs, delete all certs or change all certs.
 
15

Copy record

15. Copy record
This button allows you to copy the highlighted certificate into a new certificate.  You can then change or add what ever you need to.  In most cases you will only need to add a certificate holder.  This can be done by simply choosing the one you need.
 
 
 

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