1. Using Appulate
  2. Questionnaire & Forms

Filling out ACORD and Supplemental forms

To fill out ACORD or Supplemental forms in Appulate, you need to open the Forms tab, select a form (or forms) you need, and click Edit.

You can select either one form or several. In this case, the questionnaire will contain all questions from all forms.

To access forms you can use:


Q&A Editor

The Q&A Editor is used to fill out ACORD or Supplemental forms associated with the open RFQ. Questions given here are based on the questions from the forms selected in the drop-down list.

Q&A Editor

If only one ACORD or Supplemental form is selected, the list of sections in the Q&A Editor corresponds to the list of sections from the real ACORD or Supplemental document; no subsection is used. If two or more forms are selected, the lists of sections and their subsections are formed on the basis of the questions from these documents.

Buttons and navigation

Button Description

Send request to complete

This button allows you to send a request to complete the form to the insured by email.

Download Selected Supplementals

This button downloads selected forms in a single PDF file.

view technical details button

View technical details

Opens a new tab where the technical details of communicating submission data are shown in XML format. When you point to this button, the appearing tooltip reads: "View the technical details of data communication."

Note: This button function is available only for RFQs if the "View submission-related technical info" option is selected in the agency's or market's settings and there is an eTemplate for the respective ACORD XML type.

Mark all no

 

This button automatically answers "No" to all visible Yes/No questions, i.e. sets the option buttons that represent Yes/No questions to "No".

This button is located either on the toolbar if the open section has no subsections or in the upper-right corner of the open subsection; and thus it affects all the Yes/No questions of this section or subsection.

(Hamburger button) Opens a list of available angle tabs (sections) to switch to another one. The currently open section is in bold on this list. When you point to this button, the appearing tooltip reads: "List of sections to quickly jump to." If all angle tabs fit in the bar, the "Hamburger" button is hidden.

The number, combination, and names of available sections and subsections vary depending on selected ACORD and Supplemental forms. Questions are grouped and distributed among sections ("angle tabs") and subsections.

To switch between sections, click the respective angle tabs or the Previous and Next buttons located at the bottom of the page.

Inline Editor

The Inline Editor is used to fill out ACORD or Supplemental forms associated with the open RFQ. The editor displays forms in the authentic format (in print).

To open the Inline Editor,

  1. Select one or more forms on the Forms tab
  2. Click Edit on the bar above
  3. Click the "INLINE" tab.

You can select any available form in the drop-down list. Fields that can be edited are marked with .

Button Description

Send request to complete

This button allows you to send a request to complete the form to the insured by email.

Download Selected Supplementals

This button downloads selected forms in a single PDF file.