Actions Menu Bar - Standard Menus

Option

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eForms

This menu option opens eForms Manager where you can create, edit, and manage applications and forms.

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eForms

This menu option opens eForms Manager where you can create, edit, and manage applications and forms.

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New

This option opens the Activity/Suspenseform so you can enter a new activity.

View

This option opens the View Activityform so you can view an existing activity.

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New

This option opens the Activity/Suspenseform so you can enter a new suspense.

View

This option opens the View Suspenseform so you can view an existing suspense.

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New

This option opens the Notesform so you can enter a new note.

View

This option opens the View Notesform so you can view an existing note.

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Contacts

Use the Contacts menu option to look up names, addresses, phone numbers, and email addresses for a customer, company, additional interest, master certificate holder, or other individuals entered for a customer or on a customer's policy.

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Form Letters

Form Letters combines the power of the AMS360 database, and Microsoft Word© to create customized letters for corresponding with companies, customers, lienholders, mortgagees, and others.

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Schedules/Proposals

A Scheduleis a list of risks, and high level coverage information. A Proposal of Insurance outlines the agents recommendations for coverage.

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Schedules/Proposals

A Scheduleis a list of risks, and high level coverage information. A Proposal of Insurance outlines the agents recommendations for coverage.

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Check Out Status

When you edit a Doc360 document, you "check out" the file from the system and open it for editing in another software application.

Distribute Documents

Use the Document Distribution form to distribute electronic files to other employees in your agency. This form is particularly useful as part of an electronic document "routing" workflow, wherein one employee is responsible for distributing electronic files to other personnel.

Find Documents

You can search for a specific Doc360 document in AMS360 using the Doc360 Search form. This form provides many selection criteria to help you narrow your search.

When you use Doc360 Search in conjunction with the Attachments form, you can easily search for documents within the system, and then attach them to Activities, Notes, or Vendor Invoices.

Get Documents

In the front-end scanning workflow, the Doc360Get Documents feature is the primary means by which agency employees import electronic files into AMS 360.

Get Documents pulls files from employee-designated Hot Folders into the logged-in user's User Center. If authorized, a single user can import documents for multiple employees.

Match Pending Attachments

If your agency utilizes the back-end scanning workflow, then the Doc360 Match Pending Attachments form plays the essential role of attaching scanned files to their proper placeholders in the system.

As agency personnel process hard copy documents throughout the day, they enter these placeholders in the system by attaching them to either an Activity, Note, or Vendor Invoice. Later, when the agency's scanning technician scans in the hard copy documents, he or she uses Doc360 Match Pending Attachments to fill each placeholder with the proper electronic document file.

(Third-party Menu Text)

This selection is available only if your agency has enabled third-party imaging features in Doc360. Click this selection to launch your agency's third-party imaging application.

The text that appears here is determined in Doc360 Setup . For more information, see Doc360 Setup > Doc360 Setup Sections > Third-party Integration Setup in Help.

Quick Report

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Notes

Click Notes to open the Report - Notes selection form. Using the defaults, you can create a report of all non-deleted Personal notes in the past 90 days for the user currently logged into AMS 360. You can print or export the report.

Scheduled Report Recipients/Approvers

Click Scheduled Report Recipients/Approvers to launch the Scheduled Report Recipients/Approvers report. There is no selection form for this report.

Suspense

Click Suspense from the Quick Reports menu to launch the Suspense report. The report defaults to all open suspense for the user currently logged into AMS360 with a due date less than 30 days from the current date.

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Toolbox

The Toolbox menu provides you with the ability to quickly navigate to other areas in AMS360.

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Toolbox

The Toolbox menu provides you with the ability to quickly navigate to other areas in AMS360.