Revision as of 17:34, 13 June 2023

Document Properties - Info Tab

The Info tab allows you to set up basic information about the form. Use this screen to name a new form, or edit an existing form’s name and basic information.

Description

Type a name for the form. We recommend that you do not include spaces in the description.

Plan Year

Select the plan year for which the Form is applicable. By default, uploaded forms are set to be visible for "All Plan Years", but you can select one or multiple enrollment plan years.

Document Provider 

Select the type of document. If your document is not one of the ones listed (as an EOI document), select Default .

Document type

Select the type of form you are uploading.

XML Tag Name

Enter a name for the XML tag. This is used for text banks related to the plan.

File Name

Click the plus icon to select a file to upload to the form library.

Product

If the form applies to all products, select All Products. Otherwise, select the specific product to which this form applies.

Form type

Select the type of form: Application, Waiver, or Cancellation.

Signature mode

Select the signature modes accepted for the form. Options are: Digitized (Topaz), PIN (electronically), Click to Accept, Voiceprint, Allow one-step signature.

Order Number

Set the order number for the form during the Sign & Submit process.

Number of pages

Enter the total number of pages that are in the form.

Number of children per form

Enter the maximum number of children who can be on the form.

Do not merge

Checking this option will present the same form multiple times if it is associated with multiple plans. Unchecking this box will merge fields from multiple plans to the same form provided the form is specified for multiple plans.

Employee signature required

Select if an employee signature is required to complete the form during the enrollment process.

Spouse signature required

Select the option if a spouse signature is required to complete the form during the enrollment process.

Spouse signature mode

Allows for two methods of requiring a spouse signature on plan-level forms.

If the Spouse Present mode is selected, the spouse is asked to sign at the same time and via the same method as the employee (such as digitized or PIN).

If the Spouse signs separately option is selected, the employee or enroller is asked to provide an email address for the spouse. The spouse is then emailed an authenticated link with instructions for signing the form via a secured site.

If the Both modes available option is selected, then both options display during the Sign & Submit process.

Enroller signature required

Select if an enroller signature is required during the enrollment process for the form.

External Document

Select if the form will be held externally.

For every insured

Select to use the same form all every insured person.

Languages

You have two options for languages:

1. Any - Select this option to set the language on the form to a English.
2. Only the following languages - Select this option to set the language on the form to either English or Spanish