How to Customize Your Forms List

Customizing Your Forms List

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General Information

You can customize your forms list so that only those forms that need to be printed for a particular sale will appear on your list of forms.

For example, if you have a Service Contract form you can change the setup of that form so that it will only appear on your list of forms if you included a service contract. You can also make a change so that specific forms never appear on your list of forms. New! You can new select the exact Service Contract company that the form belongs to, so that when you sell a Service Contract from a particular company the form will appear on your list of forms to print, but if you do not sell a service contract from that particular company then it will not appear!

Helpful Hints

If you are no longer using a form, you can tell the system not to display the form for printing. The form will still be in your Master Form File but it will not be an option when you click on the Forms Printing button. If a form in the Master Form File has a "Y" in the Active Column, it will be available for printing.

How Do I Get There?

•	Click on the Forms Printing button.

•	Click on the Forms Set Up button.

Step By Step

1.	Click on the Forms Printing button. Then,

2.	click on the Forms Set Up button in the lower left corner of the forms list.

3.	Double click on the form that you want to change, or select the form and click on the "How will form be used?" button at the bottom of the Master Forms File list.

4.	Select when you want to display this form for each of the available options: with Outside Lien holders, with Service Contracts, with Life and Disability, with Other Fee 1, with Other Fee 2, with Other Fee 3.

5.	After making all the selections for this form, click the Save button.

6.	You can also click the Never Display This Form checkbox if you want the form to never show up on your list of forms.