How to Setup and Use Your iPhone to Fill in ACORD Forms
To fill out ACORD forms on an iPad using our Forms Boss Web app, you will
need to purchase PDF Expert by Readdle.(As of now Adobe's pdf reader does
not function properly on the iPhone device). You can find it in the
App Store. It's only $9.99
When using Forms Boss Web on an iPhone, it is easier to see the screen when holding the iPhone in
a landscape orientation.
Open Safari on
your iPhone and go to
Log in using your user name and
password. We are adding a new customer, so press the Add Customer button.
Then type in the customer's information.
We want to add a certificate to this customer so we
press the Add Form button and the Add Form box appears.
To find the certificate, we type 25 in the "Search characters"
box and click Search.
The nonmatches will disappear. We see our form and tap it to highlight
it. Then click the button to hide the keyboard like in the image below.
Then we press the Open button.
The form will appear in the default iPhone app. Tap the form somewhere and a menu
will appear at the top left to "Open in..." Tap the "Copy to PDF Expert" option.
The form will open in PDF Expert.
We fill in the form.
When done filling in the form, scroll to the top of the form. Then press the Save button on the actual
form in the upper left corner on the form's first page.
A "Form Successfully Submitted" box will appear. Press Close.
If you want to email it, press the button like in the
image below and press Send by E-mail.
On the next box that appears, press
Type your recipient email address, subject, and message. Your form will be
attached. Press Send to send your email.
To get back to Forms Boss Web, double press your iPad home button and tap Safari
Finally, tap the Safari back button in the upper left. If you get a message
"Are you sure you want to submit this form again?", tap Submit.