Forms: New York Driver ID Card Configuration by Department

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Newton can produce a number of New York State insurance forms, including driver ID cards with bar codes. The New York State provided bar code software is not required when using Newton.

Contents

Before you begin

Ic info black 24dp.png If your Agency only has a single New York Issuer Key see New York Driver ID Card Configuration.

Items needed to complete New York ID configuration: (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)

  • New York Company ID Codes and NAIC codes
  • Your New York Issuer License Number.
  • Your New York Issuer Key.

Access to the administrative configure forms menu requires the current operator to have the highest Security System access, level 9. The menu will not be available for users without the necessary permission.

Ic info black 24dp.png See: Security System for more information.

Enable printing forms by department

If your agency only has a single New York Issuer Key see New York Driver ID Card Configuration.

  1. From the Main Menu, select Setup -> Agency. (Requires Security System: Profiles -> Agency -> Edit access.)
  2. Select the Forms/Numbering Setups tab.
  3. Change Address on Forms to Department.
    Setup-agency-addressforms-dpt.png
  4. Select Save then Exit.

Ic info black 24dp.png See: Agency Profile for more information.

Configure your New York issuer number and key by department

The issuer key is configured once per agency, per department code, by an admin user. (If your agency only has a single issuer license number, see Forms: New York Driver ID Card Configuration.)

  1. From the Main Menu, select Setup -> Configure Forms.
  2. Select NY ID Config...
  3. Select New. (If your screen only allows for a single issuer key, contact Agency Systems support to enable printing New York insurance forms by department.)
    Ny-nyidconfig-dept.png
  4. Enter a valid Department Code, Issuer License Number and Issuer Key. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
    Ny-nyidconfig-dept-keys.png
  5. Select Ok then Close.
  6. See the section below to assign New York State codes to company profiles.

Ic info black 24dp.png See: Forms: Configure Forms for more information.

Assign a New York State code to a company profile

The New York State code is assigned to each company profile in Newton. (Requires Security System: Profiles -> Company-> Edit access.)

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired company number and select OK.
  4. Enter the company's NAIC Code and NY ID Code. (http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm)
    Company-nyidconfig.png
  5. Select Save then Exit.

Ic info black 24dp.png See: Company Profile for more information.