Generating a Blank Form

  1. Select Document Control from Global Navigation. Select Templates from Local Navigation. The Template Repository Search page displays.

  2. Enter available search criteria. Click the Search button. The Template Repository Search page displays with the forms matching the criteria the user entered.

NOTE: Keywords are used as search criteria.

  1. Click the desired form Name hyperlink. The Document Parameters page displays.

NOTE: Update the Language drop-down menu to Spanish if needed.

  1. Click the Generate Blank Template button. The Form displays as a PDF.

  2. Enter applicable information in the shaded areas.

NOTE: Some information may need to be entered by hand. If the form generated contains any system populated fields, those fields remain blank and cannot be entered by the user.

  1. Click the Print button.

  2. IN Print the document if it is a document that should be associated to the case.

NOTE: Blank Template forms cannot be printed centrally and do not display in a consumer’s document history in Distributed Documents. Therefore, if it is a document that should be associated to the case, the user should print the form, fill out the consumer’s information and then image the document to the case.

  1. Complete a Journal entry.