Difference between revisions of "Newton User Guide"

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*:[[Installation Environment and Network Requirements]]
 
*:[[Installation Environment and Network Requirements]]
 
*:[[Make Text and Other Items Larger or Smaller]]
 
*:[[Make Text and Other Items Larger or Smaller]]
*[[Ajasent Hosting]]
+
*[https://agencysystems.com/support/resources/#neptune9 Neptune9 - Newton Dedicated Cloud Hosting]
 
*[[Backup Information]]
 
*[[Backup Information]]
 
*[[Agency Systems Software Subscription Code|Subscription Code]]
 
*[[Agency Systems Software Subscription Code|Subscription Code]]
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*[[Vendor Profile]]
 
*[[Vendor Profile]]
 
*[[Report: Newton Add-on Reports|Newton Add-on Reports]]
 
*[[Report: Newton Add-on Reports|Newton Add-on Reports]]
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*[[Preferences]]
  
 
== Client ==
 
== Client ==
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*[[Forms: Form Bundle]]
 
*[[Forms: Form Bundle]]
 
*[[Forms: Print Or Email A Blank Form]]
 
*[[Forms: Print Or Email A Blank Form]]
*[[:Category:New York State Insurance Forms|Category: New York State Insurance Forms]]
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*[[EZ Lynx Rating Integration]]
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*[[:Category:New York State Insurance Forms|New York State Insurance Forms]]
  
  
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== Suspense ==
 
== Suspense ==
 
;[[File:Ic_info_black_24dp.png|link=Diary]] [[Diary]]
 
;[[File:Ic_info_black_24dp.png|link=Diary]] [[Diary]]
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*[[Download Alerts]]
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 +
== Accounting - Invoice/Billing ==
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;[[File:Ic_info_black_24dp.png|link=:Category:Invoice]] [[:Category:Invoice|Billing Types]]
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*[[Agency Bill]]
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*[[Agency Bill (Broker Billed)]]
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*[[Direct Bill]]
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*[[Direct Bill (Broker Billed)]]
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 +
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;[[File:Ic_info_black_24dp.png|link=Invoice: Create An Invoice]] [[Invoice: Create An Invoice]]
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*[[Invoice: Create An Invoice - Premium Finance]]
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*[[Invoice: Create An Invoice - Premium Finance: Return Premium To Finance Company]]
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*[[Invoice: Override Payee On Invoice (Mortgagee Invoices)]]
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*[[Agency Fee Wizard]]
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 +
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;[[File:Ic_info_black_24dp.png|link=Invoice: Find An Invoice]] [[Invoice: Find An Invoice]]
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*[[Invoice: Print An Invoice]]
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*[[Add Agency Logo to Custom Invoice and Statement]]
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== Download ==
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;[[File:Ic_info_black_24dp.png|link=:Category:Rating Integration]] [[:Category:Rating Integration|Rating Integration]]
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*[[AccuAuto Rating Integration]]
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*[[ACS2000 Rating Integration]]
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*[[Evolution Rating Integration (Capital Rating)]]
  
 
== Other ==
 
== Other ==
 
Documentation below is currently being updated.  
 
Documentation below is currently being updated.  
  
 +
'''[[Special:Categories|All Categories]]'''
 
*'''[[Training 6: Accounting|Accounting]]'''
 
*'''[[Training 6: Accounting|Accounting]]'''
 
*'''[[Training 7: Management|Management]]'''
 
*'''[[Training 7: Management|Management]]'''

Revision as of 17:02, 19 September 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


Ic info black 24dp.png Claims

Forms

Ic info black 24dp.png Forms


Ic info black 24dp.png Forms: Configure Forms

Correspondence

Ic info black 24dp.png Attachments


Ic info black 24dp.png Email


Ic info black 24dp.png Batch Send


Ic info black 24dp.png Memowriter

Suspense

Ic info black 24dp.png Diary

Accounting - Invoice/Billing

Ic info black 24dp.png Billing Types


Ic info black 24dp.png Invoice: Create An Invoice


Ic info black 24dp.png Invoice: Find An Invoice

Download

Ic info black 24dp.png Rating Integration

Other

Documentation below is currently being updated.

All Categories