Quick Reference:
SETTINGS> EMAIL COLUMNS CALENDAR & OTHER. Scroll down to enable the option, choose the email templates and landing pages. Scroll down and Save.
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Once Activated, in the lead/client file, hit GENERATE ACA FORMS. Select either Consent or Attestation and submit.

Video Walk Through & Screenshots:
This video shows the ACA Consent, but Attestations work the same way.

(Apologies... We had to blur the dummy data, but Youtube didn't like seeing email addresses!)

All AMS level plans now have the Generate ACA Consent option. To enable it, go to SETTINGS> EMAIL COLUMNS CALENDAR & OTHER. Scroll down to enable the option, choose the email templates and landing pages. Scroll down and Save.

**If you don't see the CONSENT TO CONTACT ENGLISH/SPANISH, go to TEMPLATES or DRIPS and hit RESTORE EMAIL TEMPLATES and they'll populate for you**
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We have a default "Success" landing page already for you, but you can customize the landing pages in the English/Spanish Success URL fields.

Next go to Account> My Information and add your NPN number into the new NPN field. It is now a standard field under the Agent ID field.

Once it's set up, simply click to email the form to the lead or client and set the appointment date and language default.

They'll get an email to sign the form (you can customize the email template but we have one for you)

They then click and it generates the form (and they can change from English to Spanish right there at the top!)
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Once they submit, you have the signed form right in their FILES tab.