What is Assante e/Forms Online?

e/Forms is a software program which includes all the Assante forms available through the web.  It allows the users to fill in the blanks electronically and has smart links to leading contact and client management software.  The program allows client information such as name, address, DOB and SIN to be imported directly from contact management software such as ACTION or Goldmine to any pre-selected form.  Dealer and representative information is also imported. 

  • Click here to download the latest version of the Assante e/Forms program updated February 2019.

To install the e/Forms program on your computer, simply download and run the setup file.  If you have a previous version of the e/Forms software installed, you will need to remove it before running the setup program. This can be done through the Control Panel -> Add/Remove programs. The Control Panel can be accessed through your Start Menu or Start Menu -> Settings.

  • If you need help using e/Forms, click here.
  • To see the listing of forms available through the software click here.

For technical inquiries, please contact ScanTech at 1-866-709-9666,
or via e-mail at support@scantechcorp.com

For questions regarding Assante forms,
please contact your Client Services team at 1-800-268-3200.
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