Cap Dat ACORD Task Toolbar

When you are in Workspace, in the screen area on the bottom right hand side, you can do many different tasks.

The Task Toolbar is how you start the program on the specific task you want to do.

Open will open any document you have selected from a folder. Of course, so will double clicking on the icon for the document - and that is what most folks do.

Email will allow you to email selected items from your folders as attachments or as embedded links.

Edit lets you rename, delete or move things around.

Tag lets you add meta data information to any items in Cap Dat ACORD so you can self organize your stuff.

New lets you create a new folder, upload a new file, Embed a new widget, add a new hyper link or work with certificates of insurance

Sign Form lets you add your scanned digital signature to certain PDF forms.

Edit allows you to work within PDF forms to add new pages, delete pages, or re-arrange pages in existing saved PDF forms.