Difference between revisions of "BenSelect:Admin:Product Library:Forms"
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Latest revision as of 15:20, 2 October 2013
Forms Tab – Product Library
The Forms tab allows you to add, update, and delete forms from the Payer product. Specify the location of the form in the File Name field. Most forms are located in the ProductLib folder on the web server. You may upload a file to the ProductLib folder by entering a local filename in the Upload field.
Check all states in which the form is required and whether employee and enroller signatures are required.
Common Buttons
- New
- Click to add a new form. When you click New, the Document Properties window opens, with the Info tab displayed.
- Copy
- Click to copy the selected form.
- Edit
- Click to edit the selected form.
- Delete
- Click to delete the selected form. Payer forms can only be deleted if they are not required by the payer for the case.
- Delete All
- Click to delete all forms.
- View
- Click to view the selected form.
https://wiki.selerix.com/index.php/BenSelect:Admin:Product_Library:Forms:Document_Properties Document Properties (Add a Form) Use the Document Properties screen to set up information for a new form, or to change an existing form.
