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Click the links below to view Flash movie help files
Fill-in and save ACORD Forms (38 seconds)
Combine forms into one PDF file for easy emailing (35 seconds)
How to embed signatures onto ACORD Forms (50 seconds)
How to save copies of forms for record keeping (25 seconds)
How to setup Adobe Reader to work with forms (45 seconds)
Working with Contacts - save time by auto-filling data (58 seconds)
Working with Policies, Payments and Invoices (110 seconds)
How to print reports (58 seconds)
Bring in forms and contacts that have been imported by Choices (102 seconds)
How to merge Certificate templates and Holders - New Feature
Add scanned documents and images - New Feature
Save time by allowing your insureds to self-serve their Certificates - New Feature
Learn how Choices Real Time™ Saves Real Time
About Sharing Your Work
The default setup of Agency Anywhere webclient allows you to save and retrieve your own work, based on your email address and password. However, it is also possible for members of an insurance agency to share their work with each other (similar to sharing a file cabinet).
If you would like to share your work with other members of your insurance agency, just email us at choices@acords.com requesting that your agency share one data source. We will take care of the rest. It is important that this decision be made early, because it would be expensive to combine data at a later date.
Saving Your Work
When filling out a form, your work is not saved until you click the "Submit" button, which is located in the upper left corner of each form. If you remain idle for a period of 30 minutes, you will be disconnected from the solution. For this reason it is important that you occasionally click the "Submit" button to save your work. Clicking the "Submit" button returns you to the saved forms list. From the list clicking the "Edit" button allows you to open and fill-in the form.
Clicking the "View" button from the saved forms list embeds previously entered data into the form and displays the form with its data. While viewing the embedded form, you can save it to your hard drive by clicking the "Save a Copy" button located above the "ACORD" logo in the upper left corner of the form. Alternatively, if your computer is setup to use a default email application like Outlook, you can click the blue globe icon that is located above the "ACORD" logo to email the form with its embedded data directly. Using this technique, you can save both form and data using the free Adobe Reader software.
When you are in the solution and not filling out a form, changes are commonly saved for you automatically as you move through the solution. However, you can force an immediate save at any time by clicking the "Save" button. Changes are automatically saved when you click the "Exit" button to leave the solution. For this reason, we highly recommend that you always click the "Exit" button to leave the solution.
Operating Requirements
The new webclient version of Agency Anywhere 3.5 can be accessed instantly, as long as you have the free Adobe Reader version 7.0 or higher installed on your computer. There is no longer a need to install Java, modify firewalls, or open ports. New webclient technology eliminates the "friction" between you and the work you need to accomplish. If you are running Internet Explorer, you can test to see which version of Acrobat Reader you have by clicking here. If you are not running version 7.0 or higher of Adobe Reader, click here to download and install the latest version.
By default, Adobe Reader will repeatedly display a message stating that your form and data cannot be saved with the free Adobe Reader. However, using Agency Anywhere you will be able to save both form and data with Adobe Reader. To remove this message, open Adobe Reader as an application by selecting Start/All Programs/Adobe Reader from the lower left corner of your screen. Then click the "Edit" pulldown menu and select "Preferences". From the list of Categories that appear on the left, click "Form". Next place a check in the fifth checkbox on the right where it says "Always hide forms document message bar". Then click the "OK" button.
All actions within the new Agency Anywhere webclient occur within one Window. If you exit that Window, you will be exiting the Agency Anywhere application. This also applies when viewing Adobe PDF forms. So it is important to remember to always use the "Back" button at the upper left corner of the screen, to return to a prior view. If you have filled in a PDF form and want to save your work, just click the "Submit" button that is located in the upper left corner of the form. That will save your work and return you to the saved forms list.
When using the new Agency Anywhere webclient , view the top of each screen for instructions.
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