Forms Editor

Last updated: May 4, 2026

Overview

The Forms Editor lets you complete forms directly within the PDF, so you can work in a single view without switching screens. As you edit, amplo saves your progress automatically. This creates an in-progress form you can return to at any time. When you’re ready, you can complete the form to save it as a read-only PDF in the Documents tab.

Note: The Forms Editor can be accessed in multiple ways, depending on your workflow. For a full list of access options, see the 📄 Forms Library article.

Pre-fill for ACORD forms

When you launch a form from a policy or an account, policy fields and claims data (where applicable) are pre-populated automatically. Pre-fill is available for the following ACORD forms:

  • 35 - Cancellation Request/Policy Release

  • 37- Statement of No Loss

  • 50 - ACORD Insurance ID Card

  • 101 - Additional Remarks Schedule

  • 125 - Commercial Insurance Application

  • 126 - Commercial General Liability Section

  • 127 - Business Auto Section

  • 130 - Workers Compensation Application

  • 131 - Umbrella/Excess Section

  • 140 - Property section

  • 141 - Crime Section

  • 152 - Commercial Inland Marine Section

  • 160 - Business Owners Section

ACORD forms have some level of pre-fill, even those outside this list. All pre-filled fields are editable, so you can make changes before finalizing.

Note: Pre-fill covers single policy and account objects only. Nested entities such as schedules, vehicles, locations, and prior losses aren't pre-filled at this time. For policies with more than six schedules, pre-fill is currently unavailable. A fix is planned for an upcoming release.

Start a new form

  1. Search for a form by typing the number (e.g., 140) in the search box.

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  1. Click Start.

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Add form details

  1. Use the edit pencil to change the name of the form.

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  2. Select Save name to confirm your changes or Cancel to return to the form.

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  3. Click into the PDF field to edit and enter the required information.

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  4. Click or tab out of the field when finished. As you make changes to the form, they will be saved automatically.

Note: Always click or tab out of a field before navigating away from the screen to ensure your changes save properly.

Edit an existing form

Use these steps to return to a previously started form.

  1. From the Forms Library, click on the account name breadcrumb in the top-left corner.

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  2. Select the form you want to edit.

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  3. Click into any PDF field to continue editing.

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Complete the form

When you’re ready to finalize the form, follow these steps.

  1. In the Forms Editor, click Complete.

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  2. On the confirmation modal, click Confirm to finalize the form, or click Cancel to return to the editor.

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Verify the completed form

  1. Refresh the policy record.

  2. Navigate to the Documents tab.

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  3. Click the hyperlink to expand the list of documents.

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  1. Confirm the finalized form appears in the list.

Note: If you open the ACORD Application and select a non-policy-based form (such as a certificate or claim form), amplo saves the form to both the policy and the related account.