Retrieving Vertafore eForms

Use the Retrieve Forms page to search for and select previously created and stored Vertafore eForms. This page lists forms created for the clients and policies you are viewing when you click the Retrieve Forms option. There are two ways to search for forms:

• Search by policy: With a policy open, you can click the Retrieve Forms option from the navigation panel.
  Searching with this method displays forms created for a particular policy.
• Search by client: With a client open, you can click the Retrieve Forms option from the primary navigation bar. Searching with this method displays all stored form sets created for a particular client and its associated policies.

The ability to retrieve stored forms is configurable in Sagitta. The Retrieve Forms page is available when the "Allow Access to All Users" flag on the Vertafore Services Personalization page is enabled, or when the Vertafore eForms flag in Role Based Security is set to "Yes."

To Retrieve a Form by Policy

1. Open a policy.

2. From the Policies navigation panel, click "Forms."

3. Click "Retrieve Forms."

To Retrieve a Form by Client

1. Open a client.

2. Choose Client Forms from the primary navigation bar.

3. Click "Retrieve Forms."

4. Enter Search Parameters, if necessary.

Enter Search Criteria

Use the selection options at the top of the page to find stored forms. The system displays the line of business (LOB), policy number as well as the policy's effective and expiration dates. You can search for forms by entry date, by staff ID, or by descriptions. You can sort the columns in the grid and resize the page to make it easier to find the form you want.

 

	Client Level Lists	Policy Level Lists
Grid Display Differences	All stored form sets created for the client as well as for any associated policies will populate the grid	All stored form sets for the policy you had open when accessing Forms Retrieval
Prefilled Elements	None	Policy Number Policy Effective Date Policy Expiration Dates LOB
Selection Entry Fields for Searching	LOB (look-up of ACORD lines of business for which forms were created) Policy Number (a look-up field that retrieves policies with stored forms) Policy Effective Date Policy Expiration Date Entry Date Staff (look-up of Staff IDs for users who created forms for particular clients and policies) Description	Entry Date Staff (look-up of Staff IDs for users who created forms for particular clients and policies) Description
Sortable Column Headings	Document ID Policy Number Pol Eff Date Pol Exp Date Description Staff LOB Entry Date Transaction Eff Date	Document ID Staff Description
Display ACORD 175 Forms Checkbox	N/A	Select to retrieve ACORD 175 forms

 

BUTTON	DESCRIPTION
View	Opens the selected form set as a PDF.
Revise	Opens the selected form set in the viewer.
Modify Description	Changes the description on the form set.
Save	This option is obsolete.