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Print Rating Worksheets

To print rating worksheets:

1. Click the  worksheets command button on the lower tool bar.

2. All worksheet types are automatically selected.  De-select unneeded worksheets.  Note:  When printing worksheets for Endorsement Transactions, you may check the optional ‘Only Print Endorsement Changes’ check box if desired.

3. Click Preview. In the Execution Pane, a worksheets processing message appears.  If the User Preference automatically open documents check box is selected, the default .pdf viewer,usually Adobe Reader, automatically launches the worksheet file.

4. If the User Preference automatically open documents check box has not been selected, then an underlined, named .pdf file indicates that the selected worksheets are ready to view. To view or print prepared worksheets, click the .pdf file link, which launches the default .pdf viewer, usually Adobe Reader, and displays the worksheet file.

5. Print or Save as required.           

Print Policy Forms

To print policy forms:

1. Click the Forms command button in the lower tool bar.

2. The system-generated forms will be automatically selected to print.  De-select any forms not required for printing.

3. Click Preview.  In the Execution Pane, a forms processing message appears.  If the User Preference ‘Automatically open documents’ check box has been selected, the documents will open automatically.

4. If the User Preference ‘Automatically open documents’ check box has not been selected, then an underlined, named .pdf file indicates that the selected forms are ready to view.  To view or print prepared forms, click the .pdf file link, which launches the default .pdf viewer, usually Adobe Reader, and displays the forms file.

5. Click Print.