Downloading a Sample Custom Form
1. Right-click on this link
2. Select Save Target As... from the shortcut menu that appears
3.
When the Save As box window appears, browse to your Windows Desktop and click the Save button
4. The document will be copied to your computer
5. You can open this document and
add InStar field tags, using the Quick Reference document here.
 | Additional instructions and workshop handouts on InStar Custom Forms can are available to
all NIUG members at www.instarusers.org/members |
Installing the Form in AMS-InStar
1. In InStar, click on Main Menu » System Setup » Template Tables
2. Click the Word/Excel button
3. In the Word/Excel Merge
Templates window, click the Add button
4. Fill in the fields and click the Choose Doc to browse for your downloaded Word template
5. Click the Save button to complete
the installation process
Testing the Form
1. Open an auto policy and click the Forms button
2. In the Client & Policy Forms window, click the Custom Forms button
3. Click to select
the form that you installed above
4. Put a checkmark in the Wait for Confirmation field and click the Create button
5. Microsoft Word will open and display the form with any
merged fields already prefilled.
6. Press TAB to move through the form and complete the information |
