E-Mail
Completed ACORD Forms as an Attachment
You can now email
a PDF as an attachment in addition to emailing a link to a PDF.
The advantage
of e-mailing an attachment is that the person you send the attachment to can
save the completed form to their desktop. They can then do whatever they would
do with any PDF form.
This is especially
useful if you have an agency management system or a company management system
that allows you to upload PDF forms into your customer files. The flattened,
completed PDF file becomes not an interactive document but just a PDF. Most
imaging systems will allow you to attach this to your customer files.
Now you
have three ways to e-mail your forms...
- As an Attachment
that recepient can save as a completed form
- As an imbedded
URL link - the most secure way
- As an MicroSoft
Excel Spreadsheet file - the recepient can pull the data from this
And remember,
forms completed as a combined form get emailed as a single form.
Order Cap-Dat-ACORD for $24.95 a month or $250 a year.
Return Home From Email as Attachment
