Difference between revisions of "Forms: Configure Forms"

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     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|September 2015]]</td>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Forms]] Newton User Guide: [[Newton User Guide#Forms|Forms]]</td>
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     <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]] Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Configure_Forms&oldid=4672 Click Here]</td>
 
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<ul>
 
<ul>
 
<li>[[Batch Send]]</li>
 
<li>[[Batch Send]]</li>
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<li>[[Forms]]</li>
 
<li>[[MyInsuranceDashboard.com Integration]]</li>
 
<li>[[MyInsuranceDashboard.com Integration]]</li>
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<li>[[Forms: New York Driver ID Card Configuration|New York Driver ID Card Configuration]]</li>
 
<li>[[Preferences]]</li>
 
<li>[[Preferences]]</li>
 
<li>[[Scan An Electronic Signature]]</li>
 
<li>[[Scan An Electronic Signature]]</li>
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<li>[[Training 4: ACORD Forms]]</li>
 
 
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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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The '''Configure Forms''' administrative menu is used to modify global form behavior within Newton. An admin user can configure [[#Hide forms on the forms list|which forms are displayed by default]] in the create form list, options for [[#Hide pages with no data|hiding pages with no entry data]], [[#Printed form dates|form date defaults]], [[#Print settings|print settings]], and [[#NY ID Config|New York ID bar code setup]].
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:[[File:menu-other-configureforms.png]]
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 +
== Before You Begin ==
 +
Access to the administrative configure forms menu requires the [[Producer Profile|current operator]] to have the highest [[Security System]] access, level 9. The menu will not be available for users without the necessary permission.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
 +
 
 +
== Hide forms on the forms list ==
 +
The list of forms available to any operator [[Forms#Create_a_form|when a new form is created]] can be customized to hide items that are not needed. Forms can be removed from the list individually, or [[#Hide a group of forms|in bulk by state or line type]]. Although the form is hidden by default, hidden forms can be selected on-the-fly by selecting "Show hidden and replaced forms" when a new form is created.
 +
 
 +
[[File:Ic_info_black_24dp.png]]  See: [[Forms#Create a form|Forms]] for more information.
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 +
===== Hide an individual form =====
 +
#Select '''Setup''' -> '''Configure Forms'''.  
 +
#Select the desired form and select '''Configure'''.
 +
#:[[File:Configureforms-configure.png]]
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#Deselect '''Show this form on the forms list''' and select '''OK'''.
 +
#:[[File:Configureforms-configure-showform.png]]
 +
#The settings column will now list the form as "Hidden" by default.
 +
#Repeat the process for other forms and select '''Close''' when finished.
 +
 
 +
===== Hide a group of forms =====
 +
#Select '''Setup''' -> '''Configure Forms'''.
 +
#Select '''Other''' and select one of the following.  
 +
#*'''Hide All State Specific Except __:''' Hides all forms specific to a state that does not match the [[Agency Profile]] state.
 +
#*'''Hide All Commercial/Personal:''' Hides all commercial lines or personal lines forms.
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#*'''Hide All/Show All:''' Hides all forms or shows all forms. Select this to hide all forms, then individually show only the desired forms.
 +
#Select '''Close''' when finished.
  
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== Other: Batch Hide/Show ACORD Form Library Items ==
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== Hide pages with no data ==
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Select '''Other''' to control which forms are available within the list of forms provided when a new form is generated.
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Some forms contain pages with no entry data. Forms which include pages with no data can be configured to never print the pages with no data, or ask the operator whether to print.
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*'''Hide All State Specific Except TX:''' Hides all ACORD forms specific to a state that does not match the agency profile state.  
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#Select '''Setup''' -> '''Configure Forms'''.
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*'''Hide All Commercial/Personal:''' Hides all commercial lines or personal lines ACORD forms.  
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#Select the desired form and select '''Configure'''.  
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*'''Hide All/Show All:''' Hides all forms or shows all forms.  
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#Select either '''Don't print pages that have no data''' or '''Ask the operator whether to print'''. Select '''OK'''.  
 +
#:[[File:Configureforms-configure-dontprint.png]]
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#The settings column will display the print setting.
 +
#Repeat the process for other forms and select '''Close''' when finished.  
  
−
[[File:Menu-other-configureforms-other.png]]
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If the option is disabled, suppressing pages is not available for that specific form.  
  
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[[#Configure|Individual forms can still be marked hidden or marked to show]], even after one of the global options is selected.  
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== Printed form dates ==
 +
The date displayed on a printed or emailed form can be dynamically changed to the current date instead of using the date saved on form.  
  
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== All Forms ==
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#Select '''Setup''' -> '''Configure Forms'''.
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Many global configuration options are combined within a single '''All Forms...''' menu.  
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#Select '''All Forms...'''.
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:[[File:Menu-configureforms.png]]
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#Choose one of the following '''Printed Form Dates''' options.
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#*'''Use date on form:''' Default option, which will continue to print the saved form date visible on the saved form.
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#*'''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.
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#*'''Use current date when printed from [[MyInsuranceDashboard.com Integration|My Insurance Dashboard]], unless expired:''' Only forms generated by My Insurance Dashboard will automatically show the current date.
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#Select '''Ok''', then select '''Close'''.
  
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=== Printed Form Dates ===
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== Print settings ==
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The '''printed form dates''' option controls which date is displayed on each ACORD form.
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The print margins for all users can be modified for both portrait and landscape printers. Select '''Setup''' -> '''Configure Forms''' -> '''All Forms''' to override the default values.  
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*'''Use date on form:''' Default option, which will continue to mirror prior behavior and print the saved form date visible on the ACORD form.
 
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*'''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.com Integration|MyInsuranceDashboard]], unless expired:''' Only forms generated by MID will automatically show the current date.  
 
  
−
[[File:Menu-other-configureforms-allforms.png]]
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The font used to print data on forms can be modified, including the display color. The setting will customize any printed, previewed, or emailed forms.  
  
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=== Schedule Window Size ===
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#Select '''Setup''' -> '''Configure Forms'''.
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Increasing the '''Schedule Window Size''' will adjust the text and field '''display size''' for schedule entry fields such as drivers, vehicles, properties and equipment.
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#Select '''Printer Font'''.
−
[[File:Menu-property-schedulesizecomparison.png|thumb|600px|right|Schedule Size 1]]
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#Select the desired font and color, and select '''OK'''.  
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:[[File:Menu-configureforms-allforms.png]]
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#Select '''Close'''.  
  
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== NY ID Config ==
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[[File:Menu-other-configureforms-printfont-color-onform.png]]
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See: [[New York Driver ID Card Configuration]].
 
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== Print Font ==
 
−
Adjusting the '''Print Font''' and color will modify any printed, previewed, or emailed forms. 
 
−
:[[File:Menu-other-configureforms-printfont-color.png]]
 
  
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Only the editable data will be modified. For example, changing the color to blue leaves the form template text unchanged.
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[[File:Ic_info_black_24dp.png]] See: [[Display Issues Printing Forms or Viewing Window Buttons]] or [[Help:Contents|contact support]] for technical issues.
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:[[File:Menu-other-configureforms-printfont-color-onform.png]]
 
  
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== Configure ==
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== Schedule window size ==
−
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.  
+
Increasing the '''Schedule Window Size''' will adjust the text and field '''display size''' for schedule entry fields such as drivers, vehicles, properties and equipment.
  
−
Select the desired form and select '''Configure'''. 
+
[[File:Ic_info_black_24dp.png]] See:[[Make_Text_and_Other_Items_Larger_or_Smaller#Configure_Forms|Make Text and Other Items Larger or Smaller]] for more information.
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:[[File:Menu-other-configureforms-configure.png]]
 
  
−
Choose to show/hide the form on the forms list and if pages with no data should be printed.
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== NY ID Config ==
−
:[[File:Menu-other-configureforms-configure-showhide.png]]
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The state of New York requires propriety ID cards that contain bar codes. Newton by Agency Systems is certified to produce the forms without needing any additional software.  
  
−
To hide groups of forms, such as state-specific forms, see [[#Other: Batch Hide/Show ACORD Form Library Items|the section above]].
+
[[File:Ic_info_black_24dp.png]]  See: [[Forms: New York Driver ID Card Configuration]] for more information

Latest revision as of 20:50, 7 May 2018

Ic description black 24dp.png Newton User Guide: Forms
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

The Configure Forms administrative menu is used to modify global form behavior within Newton. An admin user can configure which forms are displayed by default in the create form list, options for hiding pages with no entry data, form date defaults, print settings, and New York ID bar code setup.

Before You Begin

Access to the administrative configure forms menu requires the current operator to have the highest Security System access, level 9. The menu will not be available for users without the necessary permission.

Ic info black 24dp.png See: Security System for more information.

Hide forms on the forms list

The list of forms available to any operator when a new form is created can be customized to hide items that are not needed. Forms can be removed from the list individually, or in bulk by state or line type. Although the form is hidden by default, hidden forms can be selected on-the-fly by selecting "Show hidden and replaced forms" when a new form is created.

Ic info black 24dp.png See: Forms for more information.

Hide an individual form
  1. Select Setup -> Configure Forms.
  2. Select the desired form and select Configure.
    Configureforms-configure.png
  3. Deselect Show this form on the forms list and select OK.
    Configureforms-configure-showform.png
  4. The settings column will now list the form as "Hidden" by default.
  5. Repeat the process for other forms and select Close when finished.
Hide a group of forms
  1. Select Setup -> Configure Forms.
  2. Select Other and select one of the following.
    • Hide All State Specific Except __: Hides all forms specific to a state that does not match the Agency Profile state.
    • Hide All Commercial/Personal: Hides all commercial lines or personal lines forms.
    • Hide All/Show All: Hides all forms or shows all forms. Select this to hide all forms, then individually show only the desired forms.
  3. Select Close when finished.

Hide pages with no data

Some forms contain pages with no entry data. Forms which include pages with no data can be configured to never print the pages with no data, or ask the operator whether to print.

  1. Select Setup -> Configure Forms.
  2. Select the desired form and select Configure.
  3. Select either Don't print pages that have no data or Ask the operator whether to print. Select OK.
    Configureforms-configure-dontprint.png
  4. The settings column will display the print setting.
  5. Repeat the process for other forms and select Close when finished.

If the option is disabled, suppressing pages is not available for that specific form.

Printed form dates

The date displayed on a printed or emailed form can be dynamically changed to the current date instead of using the date saved on form.

  1. Select Setup -> Configure Forms.
  2. Select All Forms....
  3. Choose one of the following Printed Form Dates options.
    • Use date on form: Default option, which will continue to print the saved form date visible on the saved 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 My Insurance Dashboard, unless expired: Only forms generated by My Insurance Dashboard will automatically show the current date.
  4. Select Ok, then select Close.

Print settings

The print margins for all users can be modified for both portrait and landscape printers. Select Setup -> Configure Forms -> All Forms to override the default values.

The font used to print data on forms can be modified, including the display color. The setting will customize any printed, previewed, or emailed forms.

  1. Select Setup -> Configure Forms.
  2. Select Printer Font.
  3. Select the desired font and color, and select OK.
  4. Select Close.

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

Ic info black 24dp.png See: Display Issues Printing Forms or Viewing Window Buttons or contact support for technical issues.

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.

Ic info black 24dp.png See:Make Text and Other Items Larger or Smaller for more information.

NY ID Config

The state of New York requires propriety ID cards that contain bar codes. Newton by Agency Systems is certified to produce the forms without needing any additional software.

Ic info black 24dp.png See: Forms: New York Driver ID Card Configuration for more information

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