[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-283646-105":53,"doc-detail-283646-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","how-to-create-and-edit-a-certificate-template-rev-for-v1","How to Create and Edit a Certificate Template - Rev for v1","","Guidance for creating and managing certificate templates for certificate holders across multiple vehicles or locations. Covers the end-to-end workflow for creating a template in the Client Summary screen, naming it for reuse from a dropdown list, and understanding how template fields control whether values flood from certificate detail screens. Explains key field recommendations, plus editing steps and saving options (save changes vs. save as a new template) to keep prior printed certificates unaffected.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/how-to-create-and-edit-a-certificate-template-rev-for-v1/283646/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/how-to-create-and-edit-a-certificate-template-rev-for-v1/283646.png","ImageObject",442,249,{"name":88,"@type":89},"River Wang","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-29","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",9,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"How do you create a certificate template from the Client Summary screen?","Question",{"text":109,"@type":110},"Go to the Client Summary screen, click Certificates on the left, then choose File > New > Certificate Template and select the certificate form. Name the template in the pop-up box and confirm to make it appear in the dropdown list when adding a certificate.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which fields should be entered directly on the template to prevent flooding from detail screens?",{"text":114,"@type":110},"Fields entered on the template display on the certificate and prevent flooding. Recommended template fields include Other (optional) additional information, Description of Operations/Locations/Vehicles unique information or remarks, and Additional Remarks for templates with ACORD 101.",{"name":116,"@type":107,"acceptedAnswer":117},"What is the difference between saving changes and saving as a new template?",{"text":118,"@type":110},"To use updates going forward, save changes so they apply to the existing template (confirm the prompt). To preserve the original and create a new version with the changes, use Save As via the save icon and enter a new template name.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},283646,1791576852,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":47,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},1099514067438,"https://ap-avatar.wpscdn.com/avatar/100002539ee87300030?x-image-process=image/resize,m_fixed,w_180,h_180&k=1780474512215547542","How to Create a Certificate Template  \nTemplates can be created for certificate holders with multiple vehicles or multiple locations.  \nPlease note: Once you create a template, you can edit, delete or save it as another certificate. However, it will not change Certificates that you have already saved or printed (i.e. Certificates from the prior year).  \nAvailable Templates  \n- Certificate of Liability Insurance (Acord 25)  \n- Certificate of Property Insurance (Acord 24)  \n- Vehicle or Equipment Certificate of Insurance (Acord 23)  \n- Evidence of Property Insurance (Acord 27)  \n- Evidence of Commercial Property Insurance (Acord 28)  \n- Certificate of Liability Insurance (Acord 25) & Acord 101  \n- Certificate of Property Insurance (Acord 24) & Acord 101  \n- Vehicle or Equipment Certificate of Insurance (Acord 23) & Acord 101  \nHow to Create the Template  \n1. Go to the Client Summary Screen  \n2. Click on Certificates (on the left-hand side)  \n3. Choose File > New > Certificate Template > Select the Certificate form for your template  \n4. Name your Template in the pop-up box (i.e. Certificate of Liability) > Click OK  \nThis template name will now show in your dropdown list when adding a Certificate.  \n5. The blank Certificate form will appear in a new screen. (Example below.)  \nIMPORTANT NOTE: The fields entered on the template will appear on the certificate and prevent flooding of these fields from the detail screens.  \nIf you add a policy\\# or date in the actual template, the policy \\# and dates will not flood from policy details. However, if you create the template without those and just pick the policy when adding the template, they will.  \nThe following fields should be entered onto your certificate template.  \n Other (optional)– There is a field under the Workers Compensation for Additional Information  \n Description of Operations / Locations / Vehicles -Unique Information or Remarks  \no You can fill this out on the template or type it in the grid view when creating the template  \n Additional Remarks (for templates with ACORD 101)– if you have additional remarks that you would like to appear whenever this template is used, enter them here.  \nThe following information will flood onto the template from the detail screens or Special Fields in the certificate grid. These fields should be left blank on the new template including:  \nDate  \n Producer  \n Insured  \n Contact Name  \n Primary Phone Number and email address  \n Fax  \n Writing Company (s) Affording Coverage (i.e. Insurer A, Insurer B, Insurer C, etc.)  NAIC \\#(s)  \n Policy \\#(s) & Effective / Expiration Date(s)  \n􀂃 These will only flood if you leave blank on Template and pick from the Grid View when creating the actual Certificate  \n Limits  \n Certificate Holder Information (Name, Address, Fax \\#)  \n Authorized Signature  \nHow to Edit a Certificate Template  \nA certificate template can be edited by the following:  \n1. Select File > Certificate Template > Edit  \n2. Click on the Certificate Name to be Edited  \n3. The certificate form template will appear. Make changes.  \nTo Save the Template  \n1. To SAVE the changes so that they will be used with this template going forward, click on  \nthe X and, when the message appears, click Yes.  \n2. To SAVE AS so that the original template is saved and another is created with the new changes, click on the Save icon at the top of the page.  \n3. Enter the name of the new certificate template.","cbCaibOWc2YmwSnh","https://ap.wps.com/l/cbCaibOWc2YmwSnh","pdf",255662,"English","# How to Create a Certificate Template\n## Available Templates\n## How to Create the Template\n## How to Edit a Certificate Template\n## To Save the Template","[{\"question\":\"How do you create a certificate template from the Client Summary screen?\",\"answer\":\"Go to the Client Summary screen, click Certificates on the left, then choose File \\u003e New \\u003e Certificate Template and select the certificate form. Name the template in the pop-up box and confirm to make it appear in the dropdown list when adding a certificate.\"},{\"question\":\"Which fields should be entered directly on the template to prevent flooding from detail screens?\",\"answer\":\"Fields entered on the template display on the certificate and prevent flooding. Recommended template fields include Other (optional) additional information, Description of Operations/Locations/Vehicles unique information or remarks, and Additional Remarks for templates with ACORD 101.\"},{\"question\":\"What is the difference between saving changes and saving as a new template?\",\"answer\":\"To use updates going forward, save changes so they apply to the existing template (confirm the prompt). To preserve the original and create a new version with the changes, use Save As via the save icon and enter a new template name.\"}]","How to Create and Edit a Certificate Template - Rev for v1 | PDF",1789615654]