Arrange forms on documents

When forms are uploaded in the Lines module, the forms appear on documents based on the section they were uploaded in and the order the lines were built. Instead of using the default order created by the Lines module, you can order forms alphabetically by changing the sort-forms-in-dec advanced setting.

Use the default arrangement

By default, the Lines module determines the order in which forms appear on documents based on type and type subset.

Arranged by type

The Lines module orders forms on documents based on the section you uploaded them in.

The document sections are ordered in the following way:

  1. Policy Type
  2. Coverage
  3. Adjustment
  4. Non-rate

Arranged by type subset

Within each type subset, forms follow the same order in which the line items are built.

Note: If the line item order changes, then the order the forms appear on documents will change to match.

Arrange forms in alphabetical order

To arrange forms in alphabetical order:

  1. In the BriteCore menu, select Settings.
  2. On the Business Locations screen, select the Advanced tab.
  3. On the Advanced Settings screen, in the Search for a Setting box, type sort-forms-for-printing, and then select Search.
  4. In the sort-forms-for-printing box, select True to print forms alphabetically.

Note: Changes are saved automatically.