scantech e/forms
DESCRIPTION
ScanTech e/Forms. Overview. What is e/Forms. The e/Forms software allows financial advisors to pre-populate financial industry forms Retrieves data from common contact management software including: Outlook, Maximizer, Goldmine and Excel Over 700 financial industry forms available. - PowerPoint PPT PresentationTRANSCRIPT
ScanTech e/Forms
Overview
What is e/Forms
• The e/Forms software allows financial advisors to pre-populate financial industry forms
• Retrieves data from common contact management software including: Outlook, Maximizer, Goldmine and Excel
• Over 700 financial industry forms available
Main Screen
The main buttons
Work Offline –To use for forms that have been downloaded to the computer
Browser window – Access forms online
Client Information window – Setup program and do search for clients
Fund company contact information – Brings up PDF with fund company contact details
About the software, includes toll-free technical support number and email
The functionality for all buttons can also be found in through the menu as well.
Getting started
• Need to register the software for the advisor(The 2 registration windows are shown)
After successfully registering
This screen is the first item to appear after registering the software. The settings for the software need to be setup.
Adding Representative’s data
In the User Info tab set the representatives data to get imported onto forms.
Getting data
On the database tab of the Client information window select the appropriate contact management software. (Excel will be used as an example.)
Select file for Excel link
Browse to the location of the Excel file to import. In the properties tab.Double click to select file.
Setup of Excel file
A menu item, MSExcel will appear. Go to the option Set User Defined fields.
Setting mapping of fields
Excel is an open ended format. So the file can be formatted in any matter. The e/Formssoftware needs to know how to treat the data. From the drop down select the appropriateitems. These values are the headings on the first row of the Excel file.
Names appear in Search tab
After setting up the user defined fields, the names appear in the Search tab.
Export Data
Highlight a name and press the Export Data. A note appears in the bottom leftcorner, stating Last Profile exported and then the client’s name.
See forms available
Click on the globe icon to see the forms available. This is the browser window.Company names appear on the left and click on company name to see the formsavailable for that company.
Import data
After selecting a form press the Import Data button. The data will get importedfor the last person whose data was exported.
Download Forms
Forms can be downloaded to the computer so you do not need to be online to fillout forms. Go to the File menu Download Forms.
Select companies forms
Click and save files for companies whose forms should be downloaded.
Work Offline
Click on the two page icon, to see forms that have been downloaded. The functionalityis similar to the browser window. Click on a form and press the Import Data button. Forforms that are use more often, it is suggested to download the forms.
Check version of forms
For forms that have been downloaded there is an option to see if the forms that have been downloaded are current, should be deleted or be replaced. In the File menu selectCheck Version of Forms. (All online forms are the most recent revisions.)
Check version of forms window
Click on the 3 different tabs to see the status of the downloaded forms. Through thiswindow updated forms can be downloaded and no longer valid forms deleted.
ScanTech Imaging
Toll – free : 1 866 709-9666
Fax: 604 876-7432
Email: [email protected]
Website: www.scantechcorp.com