Auto ID Configuration

In this area, you can manage the forms used to issue auto ID cards. You can configure as many auto IDs as necessary, as different forms are required in each state, and you can even configure forms differently for specific issuing companies. For this reason, it is important to enter a clear Form description to identify each form, so users can select the correct option when issuing auto ID cards. Depending on the Paper Type you select on the Card tab, you can either configure standard preinstalled cards to print on plain paper or configure custom cards that allow you to select fields to include on pre-printed paper.

Perform the following workflows to add, edit, or delete auto IDs, or print a full list of the IDs configured.

1. Access the Configure area:

From the Home screen, do any of the following:

• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Proofs on the navigation panel, or Areas > Proofs on the menubar.
3. Click Auto IDs on the navigation panel.

You can do the following from here:

2. • Add an Auto ID Configuration
     1. Do one of the following:
        • Click the Add button beside the list.
        • Press [Insert] on your keyboard.
     2. Enter a Province abbreviation in the field on the right, or click the down arrow to choose a province from the dropdown list.
     3. If you want the auto ID to apply only to a specific issuing company, select it from the Company dropdown menu.
     4. Enter a Form description that will make it easy for users to select the proper form when issuing an auto ID. If you are configuring one of the pre-installed forms, you may want to use the Form Edition text for the Form description.
     5. If you want the NAIC or Company/Province code to be selected to print on the card by default, select a Company code to print. Selecting either option automatically selects the corresponding radio button when users issue auto ID cards.
     6. The Cards issued per vehicle field populates with the default number of auto ID cards that must be issued for the selected province, but you can change this number if necessary.
     7. Select the Default card for this province checkbox if you want this card to be used as the default auto ID card for the selected province.
     8. If you are configuring temporary auto ID cards for the state of Nevada (ACORD 51 NV), enter the Default number of days temporary card is valid for.
     9. On the Card tab, select Paper type:
     • Plain-Paper

       Use this option to select from a list of preinstalled forms that print on plain paper.

       1. Click to highlight the appropriate plain paper auto ID in the list.
       2. If necessary, click the Detail tab to add any Special Wording. For example, enter Fleet in this field for fleet auto ID cards.
       3. If you add Special Wording, you can select the Replace vehicle detail radio button to replace vehicle detail with the text you enter. Typically, a fleet auto ID card is configured to replace the vehicle detail (replacing the year/make/model/VIN).
     • Pre-Printed

       Use this option to create a custom auto ID using pre-printed paper. You cannot select a preinstalled form if you select this option.

       1. Use the dropdowns to select the correct Paper orientation and Card orientation.
       2. Enter the Card width in inches.
       3. Enter the Card height in inches.
       4. Enter the number of cards to print per page.
       5. Optionally enter the Card top margin row and Card top margin column.
       6. Select the Print back of card checkbox if applicable.
       7. Click the Detail tab.
       8. Do one of the following:
       • Click the Add button .
       • Press [Insert] on your keyboard.
       9. Select the checkbox next to each item to print on the cards.
       10. Click Finish when you have made all selections, or click Cancel to close the window without selecting fields.
       11. All selected fields display in the list. To reposition a field on the auto ID card, click to highlight the field, and then edit its Row and Column values below the list.
       12. To remove a field, click on it to highlight in the list and then click the Delete button . or press [Delete] on your keyboard.
     10. Click Finish or press [Enter] to add the auto ID.

     Click Add to add the auto ID and begin creating another.

     Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, "Do you wish to discard changes?" Click Yes.  

   • Edit an Auto ID Configuration
     1. Click to highlight the correct auto ID configuration and then do one of the following:
        • Click the Edit button .
        • Press [Enter].
        • Double click the auto ID.
     2. The fields to the right are enabled. Amend the information as necessary.
     3. If the selected auto ID card configuration is for plain paper cards, choose a different type of card on the Card tab if applicable.
        
        Optionally amend the fields on the Detail tab.
     4. If the selected auto ID card configuration is for pre-printed cards, update the fields in the Card tab as necessary.
     5. To add new fields to the card, on the Detail tab, do one of the following:
        • Click the New button .
        • Press [Insert] on your keyboard.

     Select the checkbox next to each item to print on the cards.

      

     Click Finish when you have made your selections, or click Cancel to close the window without choosing any fields.

      

     Your selected fields display in the list. To adjust where a field prints on the auto ID card, click to highlight the field, and then change the numbers in the Row and Column fields below the list.
     
     To remove a field from the list, click on the field and do one of the following:

     1. • Click the Delete button .
        • Press [Delete].

     6. Click Finish or press [Enter] to complete the record.
        
        Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.

   • Delete an Auto ID Configuration

     1. Click to highlight the auto ID configuration that you wish to delete in the list, and then do one of the following:
        • Click the Delete button to the left of the list.
        • Press [Delete] on your keyboard.
     2. You are prompted: "Do you wish to delete this record?" Click Yes.

   • Print a List of Auto ID Configurations

     1. To print the list of the auto ID configurations, do one of the following:
        • Click the Print button to the left of the list.
        • Click Print > Listview on the options bar.
        • Click File > Print > Listview on the menubar.
     2. Print this list as you would any other document.