Maintain Forms

This section of Arranging Director allows you to add the forms you will be using for printing. These can be set up for the home screen and client record.

Navigate to System Settings > Arranging Director Admin > Form Library Maintenance > Maintain Forms.

*Only admin users will be able to access this area of the system.

Check the box next to each form needed to appear on the Forms Menu and/or Client Overview screen then click the ‘Update Visibility’ button. Only the forms that are checked will appear on the screens selected.

*You may also maintain existing forms and add new forms to the library from this screen. When a form is added, it will be considered a Funeral Home Form and appear in that column.

System forms are maintained by Halcyon and only the visibility of these forms can be controlled. The system wide list contains the forms that are common to most funeral homes but not every funeral home may have specialized forms. If the system forms do not meet the specific needs of your funeral home, your own forms can be uploaded.

Add Your Own Form

To add a form to the library, click ‘Add a New Form’ then the ‘Find File’ button to browse for the file. Enter the form name, description, category and type of the form. The ‘Upload Document’ button will become active after the the information has been entered.

!After the form is uploaded, update the Forms Visibility so it will appear on your the Forms Menu.

*Please contact your Success Coach to go over options for forms that you would like pre-filled with client data when it is displayed.

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