The new Binder appears in the Customer/Policy Transaction/Form Tree. ![]() When your changes are complete click Save or Save and Close.The data is not saved in the policy database and does not flow back to the policy data entry form. The data you type on the form is saved with the form in eForms Manager. The editable areas of the form turn light blue. On the Customer/Policy Transaction/Form Tree, select the area of the form you want to edit, then click Edit on the toolbar.The ACORD Binder appears in place of the selection form. When you have made your selections click Create/Refresh Forms.Create and/or select the interest(s) from the list that you want to create the Binder for. This opens the Add/Edit Additional Interests data entry form. Select the risk(s) from the list that you want to appear on the Binder by clicking the Select box to select it.To select multiple lines of business hold down while clicking each line of business. ![]()
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