Configuring Laser Certificate Forms

Screen ID:  Screen Title:  Panel Number:

UCDCFG-01 Certificate Form Configuration 6249

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Access this screen by selecting Tool #257: Configure Laser Certificate Forms.

NOTE: This is an older-style form with limited configuration options.  For more flexibility in creating certificate forms, use Misc. Member Account forms (Tool #261).

This is the first screen used to create customized forms to be printed whenever a certificate account is created. Designed for laser printing only, these forms provide a professional, high quality look to your certificate forms, and allow your credit union to customize and modify the form text at any time.

• For complete information on using these screens to create and maintain your CD forms, refer to the User-Defined Laser Certificate Forms booklet.

Use the Certificate Type field at the top of the screen to enter a four-digit code name for the CD form and use Enter to proceed to the second screen. 

To make it easier to keep track of the form types being created, you could use a naming system that matches the CD Type codes for the actual product. For example, if a form is being created for CD Type 01, the form could be named CD01 or something similar