How to edit a previously saved Acord Form

From the search screen, find the client for whom you saved the Acord form. If you saved the form to a specific policy, double-click and open the policy in Management. Otherwise, just double-click the client's name to open the "Client Info" screen.

2. Find the form that you want to edit by going to "History" and then "Printed Items". If you click the "Print" icon for the form, you'll notice that you cannot edit it.

3. However, if you copy the form and print the copy, you will see that the copy is editable. After editing, click the Save to AccuAgency button, and the new version will appear in the Printed Items menu. Note: You can only edit each copy once. You'll need to copy it again if you need to edit it again.