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13.06 How do I add Serialized Forms to Inventory?

  • From the Modules menu, select Serialized Forms, then select Create Forms Inventory.
  • Select the Form Type.
  • For Fund Forms, the prefix is automatically defaulted in the Prefix field, i.e., CF = Commitment, OPM = Owners Policy, MP = Mortgagee Policy. If you are using another underwriter's forms, you can enter their Prefix.
  • Enter the Start No. and End No. for the range of numbers to be added.
  • In the Recvd Date field, the system date of the PC is defaulted.
  • Exit the module and save changes.