Forms and ACORD

Forms & ACORD

Forms bring revision-safe PDF editing, JSON mappings, and AI-assisted prefills together so team members can get certificates, SL-2s, and custom riders out quickly.

Broker workflow

• Launch a form from Clients, Renewals, or Files and bind it to a policy/client for field-level context
• Review existing revisions from the audit drawer and branch a new version when needed (non-destructive)
• Prefill fields using policy data mapped via JSON templates (wwwroot/forms/_json/*.json)
• Flatten or export back to attachments, proposals, or DocuSign packages

Components & services

Piece	Files
Editors + viewers	src/Quickfire.Blazor/Domain/Forms/Pages/FormEditor.razor, CertificateEditor.razor, TestEditor.razor, Domain/Forms/Components/PolicyViewer.razor
Service logic	Domain/Forms/Services/FormService.cs (revisioning, flattening, template merge)
Template assets	wwwroot/forms/*.pdf, wwwroot/forms/_json/*.json
DocuSign handoff	Domain/Integrations/DocuSign/DocuSignService.cs + widgets on Homepage/Renewals
AI extraction (optional)	Domain/Integrations/FormRecognition + OpenAIPro for Proposler/form data cleanup

Tips

• JSON templates map Surefire fields to PDF IDs; use PolicyService callouts to retrieve the right policy context before merging
• Revisions store metadata + file references (via AttachmentService) so you can revert without re-uploading the PDF
• When adding new forms, drop the PDF + JSON under wwwroot/forms, update FormService metadata, and ensure attachments point to the new IDs

Cross references: features/Proposals-and-Proposler for how form outputs move into proposals, and reference/Renewal-Data-Share for how form values sync back to renewals.