View source for Forms: New York Driver ID Card Configuration by Department

[[Category:New York State Insurance Forms]]
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
<tr>
    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Forms]] Newton User Guide: [[Newton User Guide#Forms|Forms]]</td>
</tr>
<tr>
    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
</tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Forms:_New_York_Driver_ID_Card_Configuration_by_Department&oldid=4748 Click Here]</td>
</tr>
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
    <td>Related Pages</td>
</tr>

<tr> 
<td>
<ul>
<li>[[Department Profile]]</li>
<li>[[Forms]]</li>
<li>[[Forms: New York Driver ID Card Configuration]]
<li>[http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm New York State Company Codes]</li>
</ul>
</td>
</tr>

<tr style="background-color: #d3d3d3; text-align: center; ">
    <td>Related Categories</td>
</tr>

<tr>
<td>
<ul>
<li>[[:Category:New York State Insurance Forms|New York State Insurance Forms]]</li>
</ul>
</td>
</tr>
</table>

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.

== Before you begin ==
[[File: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 [[Producer Profile|current operator]] to have the highest [[Security System]] access, level 9. The menu will not be available for users without the necessary permission. 

[[File: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]].
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Agency'''. (Requires [[Security System|Security System: Profiles -> Agency -> Edit]] access.)
#Select the '''Forms/Numbering Setups''' tab.
#Change '''Address on Forms''' to [[Department Profile|'''Department''']].
#:[[File:Setup-agency-addressforms-dpt.png]]
#Select '''Save''' then '''Exit'''.

[[File: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 Profile|department code]], by an admin user. (If your agency only has a single issuer license number, [[Forms: New York Driver ID Card Configuration|see Forms: New York Driver ID Card Configuration]].)
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Configure Forms'''. 
#Select '''NY ID Config...'''
#Select '''New'''.  (If your screen only allows for a single issuer key, [[Help:Contents|contact Agency Systems support]] to enable printing New York insurance forms by department.)
#:[[File:ny-nyidconfig-dept.png]]
#Enter a valid '''[[Department Profile|Department Code]]''', '''Issuer License Number''' and '''Issuer Key'''. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
#:[[File:Ny-nyidconfig-dept-keys.png]]
#Select '''Ok''' then '''Close'''.
#[[#Assign a New York State code to a company profile|See the section below to assign New York State codes to company profiles]]. 

[[File: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|Security System: Profiles -> Company-> Edit]] access.)
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
#Select '''Find'''.
#Select the desired company number and select '''OK'''. 
#Enter the company's '''NAIC Code''' and '''NY ID Code'''. (http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm)
#:[[File:Company-nyidconfig.png]]
#Select '''Save''' then '''Exit'''.

[[File:Ic_info_black_24dp.png]]  See: [[Company Profile]] for more information.