Copy Existing Forms (Non Integrated)

eForms Manager includes a time-saving feature that allows you to copy existing Non-Integrated Forms from the same or another customer. The following sections explain this feature.

ClosedAccessing Copy Existing Forms (Non-Integrated)
  1. Open the customer you want to copy the forms to, and then launch eForms Manager in one of the following ways:
    1. From the Customer Center menu, click Actions > eForms Manager.
    2. From the Policy, Line of Business, or Claims data entry forms menus, click Operation > eForms Manager.
    3. Click the eForms Manager icon from the toolbar when available.
  2. Select the policy and effective date you want to copy the forms to. Click Refresh if necessary.
  3. From the eForms Manager menu click Create > Copy Existing Forms (Non-Integrated). The Copy Existing Forms (Non-Integrated) selection form appears in the right pane of the window.
ClosedCopying an Existing Form (Non-Integrated)
  1. From the eForms Manager Customer/Policy Transaction/Form Tree select the policy transaction effective date you want to copy to. From the menu select eForms > Copy Existing Forms (Non-Integrated). The Copy Existing Forms (Non-Integrated) selection form appears in the right pane of the window.
  2. Select the Customer and Policy you want to copy from. Then select the form(s) you want to copy. If no forms appear in the grid, there are no non-integrated forms for the selected customer and policy. See Copy Existing Forms (Non-Integrated) Selections in this topic for definitions of the fields/grid.
  3. When you have made your selections click Create in the upper right corner of the Copy Existing Forms (Non-Integrated) selection form. The new form is displayed in the right pane of the eForms Manager.
  4. To edit information on the form, click the Edit icon on the toolbar, or from the menu, click File > Edit. 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.
  5. When you have finished entering the information click the Save icon on the toolbar or from the menu, click File > Save. The copied form(s) appears in the Customer/Policy Transaction/Form Tree in the directory you selected.

A form is always copied to the same version of the form. To enter information on a new version of the form, select Create > New Form (Non-Integrated) and enter the data.

ClosedCopy Existing Forms (Non-Integrated) Selections

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

Field/Selection What is this?

Copy From
Field What is this?

Customer

Select the customer whose non-integrated forms you want to copy from. The default is the open customer. Click Search to open the Customer Search form if you want to locate another customer.

Policy

Select the policy that includes the non-integrated forms you want to copy from. The default is the selected policy. Use the list to select another policy, if desired.

Available Forms

Select the forms you want to copy.

  • To select forms that appear consecutively in the list, click the first form, press and hold the SHIFT key, and then click the last form.
  • To select forms that do not appear consecutively, press and hold the CTRL key, 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 when they are copied.

What's Next?

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

 

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