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New! v3.15 Print or Send ACORD Forms
Dion Innes
#1 Posted : Tuesday, June 6, 2017 8:02:05 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Angel Print or Send ACORD forms



We have replaced the Action to Perform dialog when generating an ACORD form in CMS with a new Print or Send Document dialog. This new dialog is more intuitive and enables you to easily perform the following actions:


  • Apply an agent signature to the form

  • Modify Attachment Properties

  • Email forms

  • Print forms

  • Send forms for electronic signature

  • Attach forms to a client/policy


The Print or Send button, in the upper-left corner of the form has replaced the Finish button and opens the new Print or Send Document dialog.

See Creating and Modifying an ACORD Form for more information.



See Creating a Customer Invoice and Customer Receivable Corrections for more information.

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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!



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