Wunderite

Forms Library, Favorites, and Templates

Save a form to your agency's Team Favorites

Favorite or unfavorite a form

How to Fill Out a Form

Send a form to a customer

The fastest way to share a form with your customer

Send a Form with Forms Quick Start

Send a form to get signed (request signature)

Ensure customers fill out forms to completion with required form questions

Mark questions required

Need to copy an existing form and all data associated with it? Perfect for Renewal workflow!

Copy a Form (Renewal workflow)

Need to permanently remove an existing form and all data associated with it?

Remove a Form

Rename a Form

Download a Completed Form PDF

A detailed breakdown of Forms Response page navigation and actions

Forms: Navigation and Bulk Actions

Send Forms, Mark Complete, Download, and Delete multiple selected forms

Perform bulk actions on multiple forms

Create a template from an existing template

Copy a template

Request loss runs, financials, declaration pages, last year's insurance policies, and more from your customers in seconds

Upload or request documents

How is progress calculated on forms? What are there more questions answered than total available?

Forms progress meter: answered and total questions

What to do if you received an email asking to fill out multiple forms

Fill out multiple forms from my agent

Autofill automatically appends an overflow PDF to available forms

Autofill Schedule Overflow

Bulk remove notes from forms

Send or turn off recurring or one-time form reminders

Unassign a form or question(s)

What happens when you try to complete a form with unanswered required questions?

Filling out a form with required questions

The ACORD 146 has been replaced by the ACORD 152

Where is the ACORD 146?

Don't see the form you need? Request your form to be added by emailing it to apps@wunderite.com

Add New Form to Wunderite

Use Subjects of Insurance to autofill property forms e.g. ACORD 140

Enhanced Cross Form Mapping by Niche

What happens to long answers, notes, or repeating group questions?

Form overflow page: schedules, long answers, notes

Nicholas Bates

Peter MacDonald

Philip MacDonald

How to add, fill out, and send forms in Wunderite

Forms

Request a Demo

Find answers and get help from Intercom Support and Community Experts

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