Work with Form Sets
WORK WITH FORM SETS
A form set can be used with multiple spool files, and multiple forms to control the
printing order of the forms. For example:
An insurance company could create a set to merge multiple spool files with three separate
form overlays: a cover letter, an invoice and declaration pages. Each spool file included
in the set must have a common link. In this example the policy number could serve as the
common link across all of the spool files. The form set can be defined to merge the form
overlays with the spool file data in a specific order; first the cover letter then the invoice
then the declaration pages. This eliminates the need to manually collate three separate
A form set:
allows spool data to be sorted by a data field, such as an account number or
can be merged with multiple spool files.
must have a common link across all of the spool files.
will always collate.
may be used with a distribution list.
may include up to 25 forms
may be stapled if you have an HP9000 or Ricoh printer with a stapling
finisher function. Stapling is set up in the Staple field on the Merge screen.
FAX, EMAIL, PDF or ECM commands may be included in the Primary form in a set.
Select option 6, Work with Sets on the EZeDocs/400 eForms Menu to display the
Work with Form Sets screen.