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.
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Work Offline –To use for forms that have been downloaded to the computerBrowser window – Access forms onlineClient Information window – Setup program and do search for clientsFund company contact information – Brings up PDF with fund company contact details
About the software, includes toll-free technical support number and emailThe functionality for all buttons can also be found in through the menu as well.
(The 2 registration windows are shown)
This screen is the first item to appear after registering the software.
The settings for the software need to be setup.
In the User Info tab set the representatives data to get imported onto forms.
On the database tab of the Client information window select the appropriate
contact management software. (Excel will be used as an example.)
Browse to the location of the Excel file to import. In the properties tab.Double click to select file.
A menu item, MSExcel will appear. Go to the option Set User Defined 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.
After setting up the user defined fields, the names appear in the Search tab.
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.
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.
After selecting a form press the Import Data button. The data will get importedfor the last person whose data was exported.
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.
Click and save files for companies whose forms should be downloaded.
Click on the two page icon, to see forms that have been downloaded. The functionality
is similar to the browser window. Click on a form and press the Import Data button. For
forms that are use more often, it is suggested to download the 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.)
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.
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