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the first step is to enable an insured select an insureds name select the enable checkbox enter the signature key that you receive from choices software and select save select contacts Step 2 creates a certificate template select Arrow select forms select Arrow select edit description change description to include the word template enter signature key select save the template now shows at the top of the list this is now the template for the current insured step 3 self serves the certificate the person requiring a certificate can now log in enter the holder name and address and click submit to instantly View and print the certificate a copy of the certificate can be viewed on the server