vTip # 27 - Adding Additional Employees in InterActive vForms:

STEP ONE:  Adding new employees to your vForms Employee Records:

  1. Open vForms.
  2. Click on Tools, Options. The "vForms Options/Settings Screen" will be opened and you will be looking at the information contained in the "Locations" tab.
  3. Click on the Employees Tab.

  1. Click on the "Add" button. A new line will be inserted under the last name in this box.
  2. Left click into the blank box under the "Name" column.  Type the full name of your new employee in this box. FOR LOAN OFFICERS/REPS, MAKE SURE THEIR NAME IS IDENTICAL TO HOW YOU ENTER THEIR NAME IN YOUR LOAN ORIGINATION SOFTWARE. THIS WILL ALLOW YOU TO FILTER YOUR DATABASE FILES BY THEIR NAME USING vFORMS. After you complete the name, you can move to the next cell by hitting the "Tab" key on your keyboard or clicking into the next cell with your mouse.
  3. After you have typed the new employee name and information and before you click on "OK" to complete the process and close the Employee screen, MAKE SURE ONE OF THE  "ME" BOXES IS CHECKED FOR THE APPROPRIATE EMPLOYEE. This will allow you to use the enhanced options discussed above.

STEP TWO: Using your Employee Records with enhanced features:

  1. By selecting different employees (checking the "ME" box located in the employee records), you can populate, print, and email InterActive forms and RTF messages with the selected employee informational data.
  2. You can sort your LOS data by loan officer/rep by selecting the "Rep" box explained in vTip #25.
  3. You can create and maintain a temporary logo for all of your InterActive vForms by selecting one of the "Me" boxes in the employee records.

Why would you want additional employees entered into your vForms employee files? 

By adding additional employees to your vForms records, you will increase your options in using vForms in processing, marketing, and database management.  The employee database files in vForms have several functions to enhance your use of InterActive vForms. They are as follows:

  1. When the "Me" box is checked next to an employee's name in the employee records, this employee information is used to populate:
  1. Different areas in each of the InterActive forms located in the vForms library of forms.
  2. Customized areas in the RTF (Rich Text Formatted) word documents and marketing messages.
  3. Temporary company logos that are displayed on each of the InterActive forms in your vForms library.
  1. Loan origination data can be sorted and filtered using the loan officers names in the employee records.