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Additional Forms (Non-Integrated)
When creating Additional Forms (Non-Integrated) in eForms Manager, if you have entered policy detail, then AMS360 uses some of the applicable information to create the form(s) you select. After creating the form you can enter additional information directly onto it. The form is then available for viewing or copying from the eForms Manager.
The information you enter on the form in eForms Manager using the editing feature is saved with the form in eForms Manager only. The data you entered is not saved in the policy database and does not flow back to the policy data entry forms or customer record.
Accessing New Forms (Non-Integrated)
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Open the customer for whom you want to create forms and then launch eForms Manager in one of the following ways:
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From the Customer Center menu bar, click Actions > eForms Manager.
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From the menu bar in Policy, Line of Business, or Claims data entry forms, click Operation > eForms Manager.
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Click the from the toolbar, when available.
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Select the policy and effective date for which you want to create Additional Forms (Non-Integrated), if available. Click Refresh if necessary.
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From the eForms Manager menu bar, click Create > Additional Forms (Non-Integrated). The Create Additional Forms (Non-Integrated) selection form appears in the view pane.
Creating a New Form (Non-Integrated )
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From the eForms Manager select the policy that you want to use to create Additional Forms (Non-Integrated). From the menu bar click Create > Additional Forms (Non-Integrated). The Additional Forms (Non-Integrated) selection form appears in the right pane of the window.
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To filter the forms that appear in the grid, select a category and then a state. See the Additional Forms (Non-Integrated) Selections section in this topic for definitions of the fields.
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When you have made your selections click Create in the upper right corner of the Additional Forms (Non-Integrated) selection form. The form appears in place of the selection form.
If you have entered policy detail information via the policy data entry form, then AMS360 places selected information in the appropriate fields on the form.
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To enter the information directly 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.
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When you have finished entering the information click the Save icon on the toolbar or from the menu, click File > Save. The new form appears in the directory you selected in the .
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From the eForms Manager select the policy that you want to use to create Additional Forms (Non-Integrated). From the menu bar click Create > Additional Forms (Non-Integrated). The Additional Forms (Non-Integrated) selection form appears in the right pane of the window.
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To filter the forms that appear in the grid, select a category and then a state. See the Additional Forms (Non-Integrated) Selections section in this topic for definitions of the fields.
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When you have made your selections click Create in the upper right corner of the Additional Forms (Non-Integrated) selection form. The form appears in place of the selection form.
If you have entered policy detail information via the policy data entry form, then AMS360 places selected information in the appropriate fields on the form.
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To enter the information directly 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.
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When you have finished entering the information click the Save icon on the toolbar or from the menu, click File > Save. The new form appears in the directory you selected in the .
New Forms (Non-Integrated) Selections
After selecting Additional Forms (Non-Integrated) from the Create menu, the Additional Forms (Non-Integrated) selection form appears with the following selections:
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Field/Selection
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What is this?
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Category
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Use to filter the forms available to select. The options are:
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All
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Commercial Lines
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Multi-Line
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Non Property & Casualty
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Personal Lines
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State
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This field becomes available only after selecting a category. Use to further filter the forms available by state.
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Available Forms
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Select the forms that you want to attach to this policy transaction. You can select one or more forms.
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To select forms that appear consecutively in the list, click the first form, press and hold down SHIFT, and then click the last form.
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To select forms that do not appear consecutively, press and hold down CTRL, and then click each form.
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Save to the following Folder
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Select the folder in the where you want the forms to appear.
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What's Next?
Do you need more information on printing or emailing the form? See eForms Manager Print Options or eForms Manager Email Options.