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Video instructions and help with filling out and completing capdat acord
Hi I'm Duke Williams so you've never created a form using cap data cord before I will show you how in this video great choice to get capped data cord by the way brilliant decision start by clicking on the file section in the top left hand corner then click on the green plus sign that says new blank form you want to move the forms you're working with into the box on the right click on the triangle next to the folder you think the form you won't is in highlight the form by clicking on it click on the green add arrow to move it to the form selected box the wizard asks you to select either your profile as an agent or the agency profile to use for pre filling the agency agent fields in the form we have not yet added any profiles so I just click Next I am given a choice of working with the form as a fillable PDF or as an HTML form regardless of the format in which you create the form you can reopen the form in either format I am going to select a fillable PDF first it takes longer for a fillable PDF to open but when it does it looks exactly like the form you will print you just click in the fields you wish to type into and type pretty straightforward when you are ready to save the form click the submit form button on the top left hand corner of the form click on the folder into which you want the form saved type in the name you won't save the form as click on the save as button you can now see your file saved in the big bucks space on the right now i'll show you the HTML form the HTML form opens faster it has a calendar function the PDF form does not other than that it works the same the submit form button is at the bottom of the form you save the HTML form exactly the way you save the PDF form and there it is congratulations on your first forum enjoy cap data cord
