Cap Dat ACORD Navigation Menus

Moving around Cap Dat ACORD is simple and straight forward.

This menu toolbar is present on all pages except when the page is displying content.

Your picture appears on the left.

Clicking on your name - in this example that would be Angela Agent - opens your profile and allows you to edit or update that information.

Home takes you to the People Profiles page.

New gives you this menu:

Select the item from the menu for which you wish to create new content.

My Stuff gives you this drop down menu:

Experiment around with each of these options.

Certificate Center gives you two choice and takes you to a special area to manage all your certificate of insurance needs.

When you are in Workspace, there are two additional options available, View and Statistics.

View lets you sort your files and folders display as All, the default, Recent - the most recent files and folders you have accessed, Frequent - the files and folders you have used most frequently, and Search - usually the fastest way to find a particular folder or form.

Statistics - the button on the far right - shows your usage statistics. You can see this same information by selecting "Account" from the My Stuff Menu and looking at Overview.