Publish ACORD Forms and Attachments to the My Insurance Dashboard Cloud Portal Using Batch Send
Batch Send is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together. The selected items can be sent in batch to the printer, fax printer, output as a .PDF, published to the My Insurance Dashboard cloud portal, or sent as an attachment in an email message.
Batch send can be opened from a number of locations and will always be associated with the selected Policy or Quote number.
Selecting the Publish to MyInsuranceDashboard option will upload the documents to MyInsuranceDashboard as a .PDF package. If attachments are included in the selection, the items are published individually from the combined .PDF package.