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FAQ ID # 34
Last Update : 2009/12/06
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Question / Issue
How do I create a "Favorites" list for my most frequently used forms and letters?

Answer / Solution

You can add any form, letter or More ACORD form to a Favorites folder on the Print Forms/Letters screen. 

  1. From any Policy Summary Screen, select Print Forms/Letters.
  2. Select your form from any category (i.e. ACORD Forms, Certificates, etc.).
  3. Right click on the form and select Add to Favorites from the menu that appears.

***NOTE: To delete a form from your Favorites list, highlight the form and either click on the Delete button or right click on the form and select Remove from Favorites.



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http://www.itcdataservices.com/support/IP6FAQ/?f=34

Tags
Forms, letters generating favorites

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