Refine Certificate Folder

The Refine Certificate Folder form allows you to enter specific criteria (e.g., date range, holder name prefix, etc.) to filter certificates that you see in eForms Manager for the customer.

  1. In the Customer Center, search for and select a customer.
  2. On the sidebar menu click eForms > Launch eForms Manager.
  3. On the View menu, click Refine Certificate Folder.

You can also access eForms Manager from the 360 Toolbox.

FieldWhat is this?

Certificate Selection

Field/OptionWhat is this?

Certificate Type

Select from the list to refine the Liability or Property certificate folder.

(Folder View Options)

OptionWhat is this?

All Certificates

Select this option to include all certificates in the folder view.

Certificates added in the last ___ year(s).

Select this option, and then enter the maximum system age (in years) of certificates you want to appear in the folder.

Certificates added in the last ___ day(s).

Select this option, and then enter the maximum system age (in days) of certificates you want to appear in the folder.

Select specific issue dates

Select this option, then enter the range of issue dates ("From" and "To") using the date picker.

Certificate Description Prefix

Select one of these options, and then enter a range of prefixes in alphabetical or numeric order.

The prefix is the first few letters or numbers entered in either the certificate Description field or the Holder Name entered on the certificate.

Holder Name Prefix

Display up to XX Holders at a time.

Selected by default. This allows you to set your threshold of how many holders should appear in the tree control for a given Master Certificate.  

  • If the holder count exceeds the threshold value, a view holders link appears as a node in the tree control below the Master Certificate and it's supplemental pages. Opens if the "Always show me the Holder Refine Options when the Holders link is clicked" check box is selected in Holder Refine Options.
  • Default value is 25.
  • Clear to disable the threshold field, and the Always show me the Holder Refine Options when the Holders link is clicked check box.

Always show me the Holder Refine Options when the Holders link is clicked.

This check box allows you to decide if all holders for the specific Certificate Master should be retrieved if the number of holders exceeds the threshold value, or if Holder Refine Options should open when selecting the view holders link below the Certificate Master in the tree control.

Disabled if the Display up to XX Holders at a time check box is cleared.

Holder Sort Order

These selections determine the sequence of certificates shown in the eForms Manager >  Customer/Policy Transaction/Form Tree.

Field/OptionWhat is this?

First By

From the list, select the primary sort order for certificates.

Second By

From the list, select the secondary sort order of certificates within each first-sort group

Select Holder Display Fields

Select fields for easier identification of the Certificate/Holder you wish to view.