Step 1: Select the ‘actions’ button on one of the policies that will be on the Certificate of Liability
Step 2: Click on the second option ‘ACORD 25 – Send to Multiple Certificate Holders’
Step 3: Click on the blue plus sign to link a certificate holder
Step 4: Use the search bar to locate the certificate holder then click on ‘link certificate’ Once the certificate holder is linked click ‘close’
Step 5: Click on the blue plus sign to link the policies
Step 6: Click ‘link policy’ on the policies that belong on the certificate once the policies have been linked click ‘close’
Step 7: To create the PDF, Click ‘generate document for’. This will add the information from the certificate holder and policies to the Certificate of Liability
Step 8: Click on the PDF to make any changes/view the Certificate of Liability
Step 9: Once the document is ready click on ‘send to Acord’ then select ‘close’
Step 10: Click on ‘ACORD’ at the bottom of the client’s profile
Step 11: Click on ‘actions’ this will allow you to print/email or edit the document
*NOTE: Now that the Certificate of Liability exists you can make a ‘copy’ of the document, ‘link a new certificate holder’, and then ‘rename’ the document using the ‘actions’ button
