NowCerts offers agencies the ability to define "Custom Fields", where agents can store data in the database for which NowCerts does not provide a standard field for (view the articles on Custom Fields).


We have added the ability to map Custom Fields to proprietary (and Acord) PDF forms.


You can use Custom Fields in both "Regular" and "Reverse" mapping.

  • Regular mapping: Dump data from Custom Fields into a PDF Form
  • Reverse mapping: Extract data from PDF forms and save it in the database (in Custom Fields)



Here is an example of Custom Fields from our Test Agency:


CustomFieldsMap3.PNG



Creating Custom Fields specifically for data from Agency website forms:


CustomFieldsMap2.PNG



Here is another example of user defined Custom Fields in the Insured record:


CustomFields.png


CustomFields.png



To map a Custom Field to a form, go to your Agency "Profile" --> "Other" tab --> "PDF Forms" and upload your own form (or use an existing one). Click on the field you want to map. A pop-up will appear:


CustomFields_Mapping.png



There's a new option under the first drop-down menu, "Custom Fields". In the second drop-down menu, you will be able to select one of the Custom Fields panels and then the fields within the selected panel. Here is another example:


CustomFieldsMap1.PNG



After the form is mapped, upon selecting this form from an Insured/Prospect profile, the system will pull data from all mapped fields and input it into the form.


Once you go to the Insured's "Details" --> "Documents" tab --> "Forms" and select the form you just mapped, then the field will be pre-filled with the values in the mapped Custom Field:

 

CustomFields_Mapping_Prefill.png


This is how you store and reuse data not already defined in NowCerts. Use Custom Fields and map the data to your custom forms.