Difference between revisions of "Newton User Guide"

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;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]]
 
;[[File:Ic_info_black_24dp.png|link=Forms]] [[Forms]]
 
*[[Scan An Electronic Signature]]
 
*[[Scan An Electronic Signature]]
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== Other ==
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Documentation below is currently being updated.
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*'''[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer|Email, Diary, Activity, Client Notes & Memo Writer]]'''
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*'''[[Training 6: Accounting|Accounting]]'''
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*'''[[Training 7: Management|Management]]'''

Revision as of 19:19, 15 January 2018

Ic info black 24dp.png Required Software Version: Spring 2017
Related Pages
Related Categories

This page provides an overview for Newton by Agency Systems. (This page is currently in progress, and will be updated regularly.)

Ic info black 24dp.png Click here to search for a specific page.

Installation

Ic info black 24dp.png Implementation Process Overview

Newton Interface Overview

Ic info black 24dp.png Log in to Newton by Agency Systems

Setup Profiles

Ic info black 24dp.png Setting Up Your Agency (Users, Profiles, Accounting)

Client

Ic info black 24dp.png Client Profile

Policy

Ic info black 24dp.png Policy & Billing


Ic info black 24dp.png Policy Dashboard

Forms

Ic info black 24dp.png Forms

Other

Documentation below is currently being updated.