Forms

Forms & ACORD

Forms bring revision-safe PDF editing, data mappings, and optional AI-assisted prefills together so your team can crank out certificates, ACORD apps, and supplementals without living in Acrobat.

What it does

Create and manage ACORDs, certificate forms, and other “fillable PDF” templates:

• Click New Form to choose from the enabled form library.
• The editor is revision-safe:
  • Approve creates a new saved revision.
  • Cancel exits without saving.
  • Revisions lets you restore prior versions.
• Built-in helpers:
  • Prefill can populate agency/policy info where mappings exist.
  • Attachments (especially useful for certificates) for adding endorsements/wording.
  • Reset clears fields.
  • Duplicate branches the document into a new form instance.
  • Open / Save / Print export a copy to Windows (your edits in Acrobat won’t sync back).
• Lets staff fill, save, and revise ACORD and certificate forms inside Quickfire.
• Supports revision history (non-destructive editing).
• Prefills fields from client/policy data where mappings exist.
• Exports finished forms to attachments, proposals, and DocuSign packages.

How to use it

• Open Forms from a Client, Renewal, or Files context.
• Click New Form and choose a template from the enabled form library.
• Fill the PDF fields and use the toolbar actions:
  • Approve: saves changes as a new revision
  • Cancel: exits without saving
  • Revisions: view/restore prior versions
  • Prefill: pulls agency/policy values into mapped fields (when available)
  • Reset: clears all form fields
  • Duplicate: creates a branched copy as a new form instance
  • Open: opens an exported copy in Windows (Acrobat, etc.)
  • Save / Print: export to disk or print as needed
• For certificates, use Attachments in the editor for related wording/endorsements (waiver, primary wording, etc.).

Walkthrough highlights (editor behaviors)

• Revision-safe: every “Approve” creates a new revision so you can roll back.
• Restore: you can restore any revision to become the current version.
• Open vs in-app editing: opening in Windows creates a copy. Edits made in Acrobat won’t sync back automatically.
• Built-in PDF tools typically include:
  • zoom
  • text search
  • annotations (highlight, shapes, stamp, signature, drawing)
  • an “edit form fields” mode to inspect internal field names (admin/debug use)

Tips & Best Practices

• Keep commonly used forms enabled and named consistently in your library.
• Use Prefill to reduce re-keying and standardize outputs.
• Store revisions instead of overwriting for audit trails and “what changed?” conversations.