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Modifying Forms Recipient Copies

In this task, you change a recipient copy count for one of Melanie’s insurance forms.

Scenario

Melanie requested that she receive two copies of the Commercial General Liability Coverage Form for her files.

  1. In the Available Forms list, click the Insured cell of the form called General Liability Coverage (FCG 0001 04 93) to select it.



    Note: Recipients and corresponding form copy counts are predefined in the resource libraries forms. Resource libraries are supplied by the insurance companies for which you underwrite policies. You cannot change the recipients for the forms, but you can change the number of recipient copies.
  2. Change the number to 2, because Melanie wants to receive two copies of this form. Your copy count changes take effect immediately.
  3. Click Ok to accept your policy and forms setup, and to display the forms for data entry.