• Custom Forms and Certificates
    Creating Custom Templates for PDF Forms and Certificates

    Learn how to create custom PDF forms and certificates. This guide explains how to upload PDFs or create/design them directly within the platform, with fields that automatically populate customer and policy information.

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  • Custom Forms and Certificates
    Generating PDF Forms and Certificates

    Learn how to generate PDF forms and certificates using custom templates or by uploading PDFs directly from your computer. This guide walks you through the process of populating these documents with customer and policy information or making changes as needed.

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Connect with Our Team

Our team is ready to assist with any agency-related questions. Reach out for help with setup, compliance, or optimizing workflows.

In-Platform Support

Access help directly through Taino Solutions in the «Help» section. Get quick support for policy management, billing, and more.

Email Us

Need custom support? Email us at support@tainosolutions.com. We're here to help you.