Add (return) forms to repository

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clip0052 See video tutorial FORMS REPOSITORY

 

Function available by clicking on mag dod zwr polis  "add/return forms" icon.

 

In opened window select how you want to transfer forms - to an agent or from your agency back to IC.

 

Next select IC and forms name and enter forms numbers then select where to transfer forms - to a specific agent or the filing cabinet. This window also enables removing forms from the repository - check "remove forms from repository" field.

 

magazynprzekazdruki

Pic. 1  Forms transfer window

 


 

Practical example: Add AC forms from number 1 to 10

Solution: Click on magaz icon from left menu. In opened repository view  click on "add/return forms" icon mag dod zwr polis

New window will open (pic. 1). In upper segment select the direction of forms transfer IC -> Agent then select IC name and form name. Select both  IC name and form name. Enter form numbers from 1 to 10. Make sure that in "transfer to" segment a filing cabinet is selected. Click OK.