Mapping Data to PDF Forms (ACORD & Custom Forms)

1️⃣ Open the PDF Forms tool

• Go to Agency Profile → Other → PDF Forms.

• Alternate path Miscellaneous → Agency Customization →  PDF Forms.

2️⃣ Add your form

• Click Add New.

• Choose Select from Existing (ACORD library) or Upload PDF (your custom form).

If your PDF isn’t fillable (critical)

1. Open the PDF in Adobe Acrobat Pro (or another form‑authoring tool).

2. Use Prepare Form to add form fields (text boxes, checkboxes, dates, etc.) where you expect AMS data to appear.

3. Save the updated PDF, then upload that fillable version into Momentum AMS.

   • Tip: Name it clearly, e.g., ACORD_125_fillable_v2025.pdf.

Why this matters: Prefill writes values into named form fields. If those fields don’t exist, there’s nowhere to place the data—so nothing appears.

3️⃣ Map AMS data to form fields

1. Open your uploaded/selected form.

2. When you are mapping a PDF form in Momentum AMS:

   • Click directly on the fillable field in the PDF preview — for example, the “Name of Insured” field.

   • In the mapping panel, navigate through the AMS data categories (e.g., Insured, Policy, Vehicle) to find the field you want to connect to.

   • For Name of Insured, you would select:
     Insured → Name

   • For Address Line 1, you would select:
     Insured → Address 1

   • Repeat for each field until all necessary form fields are linked to their AMS data counterparts.

Placement & formatting tips

• Keep field width long enough for real customer names/addresses.

• Use multi‑line for long addresses/descriptions.

• Align left/top so longer values don’t overflow the box.

4️⃣ Test the mapping

1. Open a test insured/policy.

2. Go to Documents → Forms, pick your mapped form

3. Search for your custom PDF form in the ALL PDF Forms List

4. Click Actions → Edit

5. Verify every field renders correctly across all pages.

5️⃣ Send or download the form

• From the generated document, Email or Download/Print.

Best practices

• One mapping per form version. If the carrier updates a form, duplicate and version (e.g., “ACORD 125 v2.3 (2025)”).

• Minimize re‑work. Map common blocks (named insured, addresses) once—reuse across forms.

• QA before go‑live. Test with 2–3 different accounts (short/long names, special characters).

Troubleshooting

• Nothing prefilled? Likely a non‑fillable PDF. Convert to fillable and re‑upload.

• Wrong value in a field? Check that you mapped the correct object/field (Insured vs. Policy).

• Text cut off? Increase field width/height or enable multi‑line.

Related: Reverse Mapping PDF Forms (Using Forms as Intake to Populate AMS)