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Edit a Saved Certificate

To edit a certificate that you have saved, but not yet submitted, click on Saved Certificates on the navigation bar. A list of companies that you have saved certificates for will be shown on the initial screen. Click on your insured's company name on the Motor Carrier Selection Screen (Figure 22).

Figure 22 (click image to enlarge)

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The next screen (Figure 23) will display any certificates that have been saved for this specific insured. Click on the Certificate No. of the certificate you wish to edit.

Figure 23 (click image to enlage)

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The selected certificate will come up with the information that was previously entered and saved on the certificate. At this point, you have the following options:(Figure 24, below)

  1. Generate Acord certificate pdf
  2. Close
  3. Edit Acord Certificate
  4. Submit Certificate
  5. Add New Policies
  6. Delete certificate
  7. View SmartChecklist

Screen shot of the selected certificate with the above options (Figure 24):

Figure 24 (click image to enlarge)

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