Newton User Guide

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

Contents

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.

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