Getting started with Assante e/Forms Online
Assante e/Forms is a software utility for financial planners. The simple
principle behind e/Forms is its ability to electronically complete forms using
the internet and your local contact management database.
The initial interface of Assante e/Forms will be the following 'Client
Information' window. This window enables you to link to your contact management
database and search and export client profile information.
(sample screenshot)
Select the appropriate contact management program
under the Database tab.
Many forms have representative information
that should appear, including dealer name, dealer number and contact telephone
numbers. This information can be set up in the User Info tab.
The main interface after this initial setup is the Search tab. Under this
tab is a searchable listing of contacts/clients that are in your contact management software.
The steps to get data onto the form(s) are:
- Select a client from the list
- Click the Export Data button.
- Bring the relevant form(s) on the screen either from your hard drive or from
the Internet.
- Click the Import Data button to automatically populate the form.
Client Information Window
This button
will also activate the Client Information window. Also can be accessed
through the menu, File/Client Info/Search.
Forms
There are two ways to access forms, either from the web or from the local
hard drive.
Access the forms from the
internet. (connection to internet required). The same window opens through the menu selecting File/Internet
Forms Browser
Access downloaded forms from your local hard drive. In the menu, select File/Work
Offline.
Import/Export Data
The first step to getting data onto a form is to export it. This is
done through the Search tab in the Client Information window. Select
a client, press the Export Data
button. On the bottom left of the program , there should be a
message stating Last Profile Exported:, and then the client's name.
The second step to importing data on a form. Once a form is selected, press the Import Data
button.
This
button will fill out fields in the form for the last profile that was exported.
Downloading forms to your local hard drive (for off-line use)
In order to download forms, you need to be connected to the
internet.
Initially the program has no forms on the hard drive. The forms can be
downloaded to your local hard drive for quicker, off-line usage.
Warning: For the program to recognize the downloaded the forms, they must be saved to either the
root directory of the program (i.e. 'C:\Program Files\Assante eForms Online\') or the
'Forms' subfolder within.
There are two ways in which forms can be downloaded, either individually or
as batches under company folders.
Individual forms are downloaded through the web browser interface.
Simply right click on a form link, and select the option Save Target As...
option. Do not change the filename and save the file to the root
directory of the program or the forms subfolder within the root directory.
Forms can also be downloaded by company as well. To do this select the File/Download
Forms option through the menu.
To view downloaded forms, you will need to restart Assante e/Forms and
press the Work Offline button or select File/Work Offline in the
menu.
For more information please refer to the help files in the program.
Through the menu select Help/Help/User's Guide.
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