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Printing
There were 4 questions found in this category:
  1. How to email auto ID cards
    Go to the client screen and Click on the ID button Select the vehicle (use Ctl and click to select more than one)
    Click Email
    Use the TO: button to select an e-mail address or type in an e-mail address
    Type in any additional information in the subject or body fields
    The ID ca...


  2. How to print an auto ID card for a previous policy period
    Usually policies are renewed in the system 30 to 60 days ahead of time. If an auto ID card is needed for a previous term: 1) Click on the ID card as usual 2) Change the effective and expiration date 3) Select the vehicle 4) Print.

  3. Is it possible to print a report of records in the Address Book.
    The Address Book table is not available to run reports on.

  4. The font size is very small in a field of an Acord form
    Abbreviate or shorten the information typed in the fields. With the pdf forms, everything that is typed in the field will be put onto the form. The form itself is limited. So if a field is only one inch wide, the data font size will continue to shrink until everything typed fits into this field.


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