Additional Forms (Non-Integrated)

When creating Additional Forms (Non-Integrated) in eForms Manager, if you have entered policy detail, then AMS360 uses some of the applicable information to create the form(s) you select. After creating the form you can enter additional information directly onto it. The form is then available for viewing or copying from the eForms Manager.

 

The information you enter on the form in eForms Manager using the editing feature is saved with the form in eForms Manager only. The data you entered is not saved in the policy database and does not flow back to the policy data entry forms or customer record.
  1. In the Customer Center, search for and select the customer you want to edit.
  2. On the eForms menu, click Additional Forms.

The following menus are available in a data entry form. Click each menu item to see detailed information. Note that the available menus vary depending on the form.

  1. To filter the forms that appear in the grid, select a category and then a state in the Create New Forms (Non-Integrated) form.

    See the New Forms (Non-Integrated) Selections section later in this topic for definitions of the fields.
  2. In the grid, Select the form(s) you wan to create.
  3. Select a location for the new form from the Save To The Following Folder drop-down list.
  4. When you have made your selections, click Create in the upper right corner of the Create New Forms (Non-Integrated) form. The new form appears in place of the selection form.

    If you have entered policy detail information using the Policy data entry form, then AMS360 places selected information in the appropriate fields on the form.
  5. To enter the information directly on the form, select Edit > Form. The form appears with shading in the areas where you can enter information.
    The data you type on the form is saved with the form in eForms Manager. The data is not saved in the policy database and does not flow back to the Policy data entry form.
  6. When you have finished entering the information, click Save & Close. The new form name appears in the directory you selected in the Customer/Policy Transaction/Form Tree.

After selecting Additional Forms (Non-Integrated) from the Create menu, the Additional Forms (Non-Integrated) selection form appears with the following selections:

Field/Selection What is this?

Category

Use to filter the forms available to select. The options are:

  • All
  • Commercial Lines
  • Multi-Line
  • Non Property & Casualty
  • Personal Lines

State

This field becomes available only after selecting a category. Use to further filter the forms available by state.

Available Forms

Select the forms that you want to attach to this policy transaction. You can select one or more forms.

To select forms that appear consecutively in the list, click the first form, press and hold down SHIFT, and then click the last form.

To select forms that do not appear consecutively, press and hold down CTRL, and then click each form.

Save to the following Folder

Select the folder in the Customer/Policy Transaction/Form Tree where you want the forms to appear.

What's Next?

Do you need more information on printing or emailing the form? See eForms Manager Print Options or eForms Manager Email Options.