eForms Manager Print Options
The eForms Manager Print Options form appears when you choose to print a form from the File menu in eForms Manager.
- In the Customer Center, open the appropriate customer record.
- On the eForms menu, click Launch eForms Manager.
- Select the policy and effective date.
- In the Customer/Policy Transaction/Form Tree, select a specific form or a folder with multiple forms you want to email.
- On the File menu, click Print.
Field/Selection | What is this? | ||||||||||||||||||||
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Print Selection Options |
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When you are finished making your selections, click to print your selections.
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Save as PDF |
Use to save your selections as a single .PDF file to your workstation.
Activity/Suspense logging for this function is them same as Printing. See Activity/Suspense Setup for more information. |
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Cancel |
Use to return to eForms Manager without printing. |
What's Next?
Do you need to attach the form to an Activity? See Forms Activity for more information.