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

Main Screen

The main buttons

Work Offline –To use for forms that have been downloaded to the computer

Browser window – Access forms online

Client Information window – Setup program and do search for clients

Fund company contact information – Brings up PDF with fund company contact details

About the software, includes toll-free technical support number and email

The functionality for all buttons can also be found in through the menu as well.

Getting started

• Need to register the software for the advisor(The 2 registration windows are shown)

After successfully registering

This screen is the first item to appear after registering the software. The settings for the software need to be setup.

Adding Representative’s data

In the User Info tab set the representatives data to get imported onto forms.

Getting data

On the database tab of the Client information window select the appropriate contact management software. (Excel will be used as an example.)

Select file for Excel link

Browse to the location of the Excel file to import. In the properties tab.Double click to select file.

Setup of Excel file

A menu item, MSExcel will appear. Go to the option Set User Defined fields.

Setting mapping of 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.

Names appear in Search tab

After setting up the user defined fields, the names appear in the Search tab.

Export Data

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.

See forms available

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.

Import data

After selecting a form press the Import Data button. The data will get importedfor the last person whose data was exported.

Download Forms

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.

Select companies forms

Click and save files for companies whose forms should be downloaded.

Work Offline

Click on the two page icon, to see forms that have been downloaded. The functionalityis similar to the browser window. Click on a form and press the Import Data button. Forforms that are use more often, it is suggested to download the forms.

Check version of 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.)

Check version of forms window

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.

ScanTech Imaging

Toll – free : 1 866 709-9666

Fax: 604 876-7432

Email: support@scantechcorp.com

Website: www.scantechcorp.com