eForms Manager: Working with the Forms Tree

The Customer/Policy Transaction/Form Tree is the left pane of the eForms Manager window. The tree organizes the existing forms into directories, providing navigation through the saved forms. The tree performs like Windows Explorer, with a plus sign indicating that the folder is collapsed, and a minus sign indicating the folder is expanded.

Double-click a folder to collapse or expand the folder.
Click a form to view the form in the right pane.
Right-click a folder or form to access a menu of additional options, such as copy a form or add holders. The options vary depending on the type of form selected.

To hide or show the Customer/Policy Transaction Form Tree, on the View menu select Tree, and then remove or add the check mark, or click the Show/Hide Tree icon on the toolbar.

The folders in the Customer/Policy Transaction/Form Tree are preset in AMS360. You cannot add agency-defined folders at this time. The Customer and Transaction folders always appear and cannot be deleted. If lines of business exist on the policy, then the Line of Business folder also appears. Other folders, such as Auto ID and Certificates, appear when a form of that type is created.

Options menu (right-click menu)

Mode

What is this?

Right-click on a Certificate

Displays a menu where you can:

Add/Edit Holder: launches Add/Edit Certificate Holders form.
Copy Certificate: launches Copy Certificate of Liability or Copy Certificate of Property form.
Renew: launches renewal form for the selected certificate.
Replace Master Cert: launches replacement form for selected certificate.

Attachments to the selected certificate are removed when you replace the Master Cert. You should back up any attachments you want to keep.
Update Master Cert: launches Certificate of Property or Certificate of Liability form for selected cert, with editing capabilities restricted to Holders data, Note/Message, and Signature to use fields.

You must update Signature to Use using the same option as the original selection (either Select from List or Manual). The other option is disabled.
Attachments: launches the Attachments form where you can attach a file, an email, or a Doc360 file. Attachments to a form appear under the form with a paper clip icon. Double-click the attachment to view it.
Distribute Certificates launches eForms Distribute Holder. This allows you to print or email a certificate for multiple holders. If a valid email address is entered for the holder the certificate is sent by email, otherwise the certificate prints.
Delete a node or folder.
Expand or collapse all nodes or folders.
Expand or collapse the selected node or folder.

Right-click on an EPI

Displays a menu where you can:

Add/Edit Holder: launches the Add/Edit EPI Holder form.
Copy: launches Evidence of Property Insurance form, with default data copied from selected EPI.
Replace Master EPI: launches replacement form for selected EPI.

Attachments to the selected certificate are removed when you replace the Master EPI. You should back up any attachments you want to keep.
Update Master EPI Notes/Signature: launches Evidence of Property form for selected EPI, with editing capabilities restricted to Holders data, Note/Message, and Signature to use fields.

You must update Signature to Use using the same option as the original selection (either Select from List or Manual). The other option is disabled.

Distribute EPI launches eforms Distribute EPI. This allows you to print or email an Evidence of Property Insurance for multiple holders. If a valid email address is entered for the holder the EPI is sent by email, otherwise the EPI prints.
Attachments launches the Attachments form where you can attach a file, and email, or a Doc360 file. Attachments to a form appear under the form with a paper clip icon. Double-click the attachment to view it.
Delete a node or folder.
Expand or collapse all nodes or folders.
Expand or collapse the selected node or folder.

Right-click on a folder/form

Displays a menu where you can:

Delete a node or folder.
Expand or collapse all nodes or folders.
Expand or collapse the selected node or folder.

Folders and Forms

Folder	Subfolder(s)	Forms
Customer	Certificate	Appears if a certificate has been created and includes Certificate of Liability Insurance and Certificate of Property Insurance. The Certificate folder is a subfolder under Customer because certificates can include multiple policies.
Customer	(Form Name)	Forms saved to the Customer folder.
Policy Transaction	Commercial Applicant Information	Commercial Only Appears if the ACORD 125, Applicant Information form has been created.
	Policy Information	Personal Only Appears if applications have been created.
	Line of Business	One folder for each line of business on the policy.
	Auto Id Card(s)	Appears if an Auto ID Card has been created. All Auto ID Cards for this policy are saved to this folder. Auto ID cards generated using the NY Auto ID Card software are not listed in eForms Manager.
	Binder	Appears if a Binder has been created.
	Evidence of Property	Appears if an Evidence of Property Insurance has been created.
	Loss Notice	Appears if a Loss Notice has been created. All Loss Notices for this policy are saved to this folder.

Legend

The Legend defines the icons in the Customer/Policy Transaction/Form Tree. You can hide or view the Legend by selecting View > Legend and removing or adding the check mark.

The table below describes these icons in further detail.

Legend	Icon	what is this?
Integrated		Appears for applications, supporting forms, and loss notices that have been generated based on information from the customer, policy, or claims data base.
Non-Integrated		Appears for forms created using New Forms (Non-Integrated). It indicates that most of the data was entered manually on the form. The data is saved with the form in eForms Manager, but does not flow back to the customer, policy, or claim database.
Integrated Attached to Activity		Indicates that a point-in-time picture of the integrated application, supporting form, or loss notice has been attached to an Activity. The form can be viewed by opening the associated Activity and clicking to View Attachments. The form attached to the Activity cannot be changed or deleted. However, the form can be recreated, edited, and saved in eForms Manager.
Non-Integrated Attached to Activity		Indicates that a point-in-time picture of the non-integrated form has been attached to an Activity. The form can be viewed by opening the associated Activity and clicking to View Attachments. The form attached to the Activity cannot be changed or deleted. However, the form can be recreated, edited, and saved in eForms Manager.