Forms List

Last updated: March 2, 2026

Overview

The Forms List displays all in-progress forms for an account, so you can quickly see what you’re currently working on.You can sort policy-based and account-based ACORD forms by:

  • Name

  • Date Created

  • Last Modified

When you complete a form, amplo automatically removes it from the in-progress list and saves it as a read-only PDF in the Documents tab. This keeps your workspace organized while ensuring every finalized form is securely stored as part of the account record.

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

Access the Forms List

  1. In the top-left area of the Forms Library, click the account name breadcrumb.

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  1. Review the list of in progress forms.

  2. To start a new form, click New Form.

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  1. To edit an existing form, select the form name you want to edit. This will open the Forms Editor.

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  1. To sort the list of forms, click into the columns for:

    1. Form Name

    2. Date created

    3. Last modified

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For step-by-step instructions on how to edit forms, 📄 Forms Editor

Delete a form

If you created a form by mistake or no longer need it, you can delete it from the Forms List.

  1. Click the three-dot menu on the right side of the form.

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  2. Click Delete.

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  3. To confirm, click Delete. Alternatively, click Cancel to return to the Forms List.

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