eForms Setup

Use eForms Setup to inactivate or activate forms for use in eForms Manager. If you have forms that you don't use you can inactivate them so they do not appear in lists. This is especially helpful in hiding state-specific forms where you do not do business.

Field

What is this?

Make Inactive

Select a row in the grid and click this button to make the form inactive. Inactive forms do not appear in lists in eForms Manager.

Make Active

Select a row in the grid and click this button to make the form active. Active forms appear in lists in eForms Manager.

All forms are set as active when you receive your AMS360 system.

Field	What is this?
Active	A check in the box in this column indicates the form is active and available in the lists in eForms Manager.
Form Name	The name of the form that appears in the lists in eForms Manager. You can click the arrow in the header of this column to filter the forms that appear in the grid by name. To sort the forms alphabetically by name in descending order, click the column header.
Form No.	If the form has an ACORD number, it displays in this column.
State	If the form applies to a specific state, the state abbreviation appears in this column.
Category	Identifies the type of business that the form applies to. The categories are: Commercial Lines Personal Lines Non Property-Casualty Multi-Line
Type	Indicates the type of form this is. The types include: Application Auto Id Card Binder Certificate Change Request Evidence of Property Insurance Loss Notice
Version	Lists the version date of the form.

Filtering the Data in the Columns

Each column of the eForms Setup grid includes a data filter similar to AutoFilter found in Microsoft Excel™ . Click the arrow () in the header to display a list of items found in that column. You can then select an individual item or create a custom selection as in the example below.

Example: If you only do business in Washington and want to hide all other states-specific forms except WA, you can do the following:

From the filter menu in the State column, choose (Custom).The Customer AutoFilter menu appears.
Select does not equal and type WA in the text box. Click OK.
All non WA-specific forms appear in the grid. Select all rows and click Make Inactive.

Selecting Multiple Rows

To quickly inactivate or active a group of forms you can use the <CTRL> and Shift keys to select individual rows or a group of adjacent rows. When you have selected multiple rows you can click Make InactiveorMake Activeand all the selected rows are set.

Rearranging Columns

You can move the columns in the grid so they appear in any order you want. To do this, click on a column header and drag it to the new location and release the mouse button.

The column order is reset to the default order each time eForms Setup is opened.

Resizing Columns

You can change the size of any column by pointing to the left or right edge of the column header. When the pointer turns to a double-arrow, click and hold the mouse while dragging the column border to the size you want. When you have the desired size, release the mouse button.

The column size is reset to the default size each time eForms Setup is opened.

What's Next?

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