Print/Create Client and Policy Documents

The Print/Create option on the Action menu enables you to easily generate and print typical insurance documents, such as ACORD forms, auto ID cards, binders, certificates, and SR-22s. These documents can be printed, attached to a policy, emailed, and/or sent for e-Signature.

Using the Action menu to generate documents creates a log note and attaches the document to the client/policy.

See Action Menu for more information about additional menu options.

This article provides a description of each document available from the Print/Create menu within the Action Menu.

Required Permissions:
In order to complete this task, user permissions must be set to include:

Client Actions > Action Menu

See User Permissions for more information.

To generate documents

1. Retrieve a client file, and then select the policy that you are creating the document for (or the Client tab if this document is specific to the client).

2. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.

   The Action menu has built-in shortcuts to make selecting your actions easier. Notice that most Action menu items have an underlined letter in the first or second word to indicate a keyboard shortcut for that selection.
   
   For example, to select Phone > From > Insured > Print/Create in the Action Menu, you can press P on your keyboard, then F, then I, then P, as indicated by the underlined letter in each action.

3. Click Print/Create.

   The Action menu displays a list of available documents for the client or policy selected.
   

   Depending on the type of document selected, additional dialogs or wizards will prompt you to complete information or make selections, as needed. The following Help Topics provide instructions for generating and printing documents from this list.

   The Action menu Print/Create options

   Print/Create Option	Corresponding Help Article
   ID Card (Auto Only)	Auto ID Card
   Binder	Generating a Binder
   SR22 (Auto Only)	Opens SR-22 dialogs for entering specific policy information, and then an SR-22 can be printed.
   Evidence of Personal Property (027)	Creating and Modifying an ACORD Form
   Evidence of Commercial Property (028)	Creating and Modifying an ACORD Form
   Certificate of Liability (025)	Certificate of Liability Insurance Overview
   Certificate of Property (024)	Creating and Modifying an ACORD Form
   Vehicle Certificate (023)	Creating and Modifying an ACORD Form
   Certificate of Garage (030)	Generating a Certificate of Garage Insurance
   Letter	Form Letters
   Proposals	Proposals
   Memo	Memos
   Log Entries	Prints all log notes for the selected client or policy. Printing Log Notes
   Envelope	Prints an envelope addressed to the Insured, Carrier, Additional Interest, or "Other" contact for the selected policy. When your agency creates forms associated with a policy, HawkSoft uses the Writing Carrier in the form's "Carrier Name" field by default. If no Writing Carrier has been selected on the policy, HawkSoft will use the Program Name. If neither a Writing Carrier nor a Program Name have been selected on the policy, HawkSoft will use the Carrier/MGA Display Name.
   Summary	Client, Policy, and Claims Summaries
   Loss Notice (001)	Generating a Loss Notice
   ACORD Forms	Creating and Modifying an ACORD Form
   Privacy Notice (038)	Creating and Modifying an ACORD Form
   Young Driver QA (093) (Auto Only)	Creating and Modifying an ACORD Form

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