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eForms Manager

The eForms Manager is the center of all form activity. Use eForms Manager to create, copy, edit, print, view, and delete all forms including ACORD applications and supporting forms. You may also attach these forms to an Activity for a permanent record.

Some forms require that policy or claim detail information is entered before you can create them, others can be created and then additional data entered directly on the form. Use Related Topics above to find help on a specific form or function.

The information you enter directly on the form in eForms Manager, using the editing feature, is saved with the form in eForms Manager. The data is not saved in the customer, policy, or claim database and does not flow back to those data entry forms.

ClosedSecurity in eForms Manager

Security for eForms Manager is typically based on your policy security access. For example, if you can only view policies, then you can only view information in eForms Manager.

ClosedAccessing eForms Manager

You can access eForms Manager from several locations in the Customer Center. Do one of the following to access the eForms Manager:

ClosedComponents of eForms Manager

The eForms Manager consists of a set of components and tools that assist you in completing the many tasks related to working with forms. The following sections describe each area of the eForms Manager:

ClosedTitle Bar

The Title Bar displays the following information if launched from the Policy or Claims data entry form:

If the eForms Manager is launched from the Customer Center, then the Title Bar displays only the title and the customer name.

ClosedForm Tabs

To make working with specific types of forms easier, the eForms Manager allows you to select a tab to narrow the number and type of forms you see in the tree control.

ClosedMenu and Toolbar

These tools provide access to the functions available in the eForms Manager. For detailed information about these tools see eForms Manager Menu and Toolbar.

ClosedCustomer, Policy and Effective Date

If you open eForms Manager from the policy, line of business, or claims data entry form, the customer, policy number and effective date pre-fill for you. However, you can search for a different customer and/or select another policy or effective date from the list. If you select a different policy or effective date, click Refresh to display the new information.

ClosedCustomer/Policy Transaction/Form 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.

The following is a list of actions available in the Customer/Policy Transaction/Form Tree:

Actions

What does this do?

Double-Click a folder

Alternately collapses and expands the folder.

Click a form

View the form in Edit mode.

Right-Click in the Customer/Policy Transaction/Form Tree

Mode

What is this?

Right-click on a Certificate

Displays a menu where you can:

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 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:

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 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.

  • 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.

You can hide or show the Customer/Policy Transaction/Form Tree by clicking View > Tree and removing or adding the check mark, or by clicking the Show/Hide Tree icon on the toolbar.

ClosedFolders and Forms

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.

The following chart lists the possible folders in the order they appear in the tree.

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.

(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.

ClosedLegend

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

The chart 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.

ClosedStatus Bar

The Status Bar gives you important information about the selected form that includes:

Display

What is this?

Last Saved

Displays the date the form was last saved, regardless if changes were made or not.

Last Printed

Displays the last date the form was printed, faxed, or emailed.

Mode

Displays one of the following:

Mode

What is this?

View

No changes can be made to the form.

Edit

You can enter information directly into the shaded fields on the form.

Create

You have selected to create a form and the Selection Form displays in the right pane of the window.

ClosedForm Viewer/Selection

The right pane of eForms Manager can display an existing form (Viewer) or the selection options to create or copy a form (Selection).

ClosedViewer Example

ClosedSelection Example

ClosedWorking with Forms

In eForms Manager, a single form can contain multiple pages of information. Forms are divided into the following categories:

Form

Definition

Integrated

The data flows to the form from the customer, policy, and claims database. After the form is created, information can be entered directly into the shaded areas of the form using the editing feature. However, if you select to generate the form another time, all information on the original form is overwritten including data entered directly on the form.

When you create an Integrated form, AMS360 determines what ACORD forms to generate based on your selections and the policy detail it finds.

Example

If a commercial property policy includes additional interests, then AMS360 creates an ACORD 45, Additional Interest form, in addition to the ACORD 125, Applicant Information Section, and the ACORD 140, Property Section.

Also, if more than two locations or buildings exist on the policy, AMS360 creates an additional ACORD 140, Property Section, for each location.

Non-Integrated

Producer, Applicant, and Basic Policy information fills from the customer and policy database. You enter most of the information directly into the shaded areas of the form using the editing feature.

If you create a Non-Integrated form and then select to create the same one, you will receive two separate forms. AMS360 does not overwrite the original form.

ClosedCreating Integrated Forms

Use the Create menu in eForms Manager to generate Integrated forms. These forms include:

ClosedCreating Non-Integrated Forms

Select Create > New Forms (Non-Integrated) from the eForms Manager menu to create a form with limited integration. You can then use the edit feature to enter information directly into the shaded areas of the form.

Examples of Non-Integrated forms include, state-specific forms, many of the ACORD forms, and overflow forms.

ClosedCopying Non-Integrated Forms

Select Create > Copy Existing Forms (Non-Integrated) from the eForms Manager menu to copy a form from the current customer and policy transaction or another policy or customer.

When you Copy an Existing Form the information copies exactly as it appeared. If copied from another customer, that customer's information appears on the form. Use the edit feature to update the copied form.

ClosedDeleting Forms

You can delete any form in eForms Manager. Use the following procedure to delete a form:

  1. Select the form you want to delete in the Customer/Policy Transaction/Form Tree.

  2. From the menu click File > Delete or you can right-click and select Delete. Confirm the deletion. The form disappears from the tree.

If you delete the last form in a folder, the folder is also deleted, except for the Lines of Business and Customer folders.

Deleting a form does not delete the point-in-time view of the form that is attached to an activity.

What's Next?

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

 


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© 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 10:59 PM