Difference between revisions of "Forms: Configure Forms"

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The global [[:Category:Forms|forms]] and [[:Category:ACORD Forms|ACORD form]] configuration options are accessed by selecting '''Other -> Configure Forms'''. ''(Operator [[Security System|security level 9]] is required)''
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The global [[:Category:Forms|forms]] and [[:Category: Forms|ACORD form]] configuration options are accessed by selecting '''Other -> Configure Forms'''. ''(Operator [[Security System|security level 9]] is required)''
 
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:[[File:menu-other-configureforms.png]]
  

Revision as of 15:51, 22 December 2017

Ic info black 24dp.png Required Software Version: September 2015
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The global forms and ACORD form configuration options are accessed by selecting Other -> Configure Forms. (Operator security level 9 is required)

Menu-other-configureforms.png

Other: Batch Hide/Show ACORD Form Library Items

Select Other to control which forms are available within the list of forms provided when a new form is generated.

  • Hide All State Specific Except TX: Hides all ACORD forms specific to a state that does not match the agency profile state.
  • Hide All Commercial/Personal: Hides all commercial lines or personal lines ACORD forms.
  • Hide All/Show All: Hides all forms or shows all forms.

Menu-other-configureforms-other.png

Individual forms can still be marked hidden or marked to show, even after one of the global options is selected.

All Forms

Many global configuration options are combined within a single All Forms... menu.

Menu-configureforms.png

Printed Form Dates

The printed form dates option controls which date is displayed on each ACORD form.

  • Use date on form: Default option, which will continue to mirror prior behavior and print the saved form date visible on the ACORD form.
  • Always use current date, unless policy is expired: When a form is printed/emailed, the date will automatically show the current date, as long as one of the policies is active.
  • Use current date when printed from MyInsuranceDashboard, unless expired: Only forms generated by MID will automatically show the current date.

Menu-other-configureforms-allforms.png

Schedule Window Size

Increasing the Schedule Window Size will adjust the text and field display size for schedule entry fields such as drivers, vehicles, properties and equipment.

Schedule Size 1
Menu-configureforms-allforms.png

NY ID Config

See: New York Driver ID Card Configuration.

Print Font

Adjusting the Print Font and color will modify any printed, previewed, or emailed forms.

Menu-other-configureforms-printfont-color.png

Only the editable data will be modified. For example, changing the color to blue leaves the form template text unchanged.

Menu-other-configureforms-printfont-color-onform.png

Configure

Individual forms can be hidden from the list of available forms. In addition some forms contain static text with no data which can be prevented from printing.

Select the desired form and select Configure.

Menu-other-configureforms-configure.png

Choose to show/hide the form on the forms list and if pages with no data should be printed.

Menu-other-configureforms-configure-showhide.png

To hide groups of forms, such as state-specific forms, see the section above.