Download Forms Manager

How do I get here? Setup ► Download Forms ► Download Forms
Purpose

TBS has long supported the ability to make documents/forms available for download by users. This module is called "Download Forms".  This module allows clients to provide Downloadable forms and documents targeted to different user types (Internal, Agents, Customers, and Wholesalers).

Files must first be uploaded using the Download Forms File Manager and then made available on the following portals using the Download Forms Manager tool. The Download Forms page is used to manage what files are available to the various user types and user groups.  Once a file has been uploaded using the Download Forms File Manager, it can be selected as a document and made available within

  1. Agent Portal: Channel Support Menu ► Sales Tools ► Agent Forms
  2. Standard & Custom Customer Portal: Forms ► Form Heading
  3. Wholesale Customer Portal: Customers Menu ► Forms ► Wholesale
  4. Internal TBS users: Customers ► Forms ► Standard or Wholesale Forms
  5. Internal TBS users: Channel Support ► Sales Tools ► Agent Forms
Security Sales Tools
Taxing Impact N/A
Commission Impact N/A
Data Field Definitions View Here

The grid will show all the forms that are in use and which area/portal (Submenu Item) they appear on. The documents/forms can also be grouped on the page within different sections using Page Headings. Optionally, a Billing Group filter can be set to limit the views for Agents, Customers and Wholesale users. This is useful if you have different branded forms or different criteria for each billing group.



Field Name Definition Notes
Name

This is the File Name and is selected from a dropdown list of files that have already been uploaded using the "Download Forms File Manager" tool.
Description This is the file description displayed on the Download Forms page.  
Submenu Item This drop down will contain the areas where the forms will be made available in TBS. Standard options will be for Customers, Wholesale, Agents and Internal.
  • Advanced Users: Additionally, sub menu items can be added if desired using the Drop Down Menu admin tool where the ListName is either: DownloadFormsSections, AgentDownloadFormsSections, WholesaleDownloadFormsSections. This feature is not supported on the Customer portal.
 
Page Heading This is a free format field that will be a Heading that can be used to create sections for the forms. Each unique Page Heading will group the documents in that heading together on the download forms page. These are just text, however the system does show a list of currently used page headings for reference.  
Billing Group Filter This optional field allows clients to filter the forms that are available to customers or agents based on that customer/agents assigned Billing Group  
List Order This optional field allows clients to specify the display order on the page, within each Heading.  The system will sort based on List Order then by Description.