Difference between revisions of "MyInsuranceDashboard Release Notes: December 2013"
(Created page with "Category:Release Notes == Certificates == === Email Notification === Email notification will now be sent to the contact enrolled in MyInsuranceDashboard.com when a new ve...") |
|||
| (5 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | [[Category:Release Notes]] | + | [[Category:MyInsuranceDashboard]][[Category:Release Notes]] |
== Certificates == | == Certificates == | ||
=== Email Notification === | === Email Notification === | ||
| − | Email notification will now be sent to the contact enrolled in MyInsuranceDashboard | + | Email notification will now be sent to the contact enrolled in MyInsuranceDashboard when a new version of the certificate is published from Newton or the Agent Portal. If the client was never enrolled in MyInsuranceDashboard, and you published from the certificate in Newton, the customer will receive the enrollment email rather than the certificate published email notification. |
[[File:MID.Certificate.Email.Example.PNG]] | [[File:MID.Certificate.Email.Example.PNG]] | ||
=== Updated Certificate Version 2014/01 === | === Updated Certificate Version 2014/01 === | ||
| − | The next release of Newton | + | The next release of Newton will include the new ACORD 25 Certificate of Liability Insurance (2014/01). MyInsuranceDashboard.com has been tested and updated for full compatibility with the new version of the form. |
[[File:MID.Certificate.25.2014.01.PNG]] | [[File:MID.Certificate.25.2014.01.PNG]] | ||
| − | |||
== Documents Tab == | == Documents Tab == | ||
| Line 18: | Line 17: | ||
=== Policy Documents === | === Policy Documents === | ||
Policy Documents are published attachments for active polices. If the policy is inactive, the attachments will be visible in the documents section for two years. The users will select the button next to the policy to see a listing of documents for that policy. | Policy Documents are published attachments for active polices. If the policy is inactive, the attachments will be visible in the documents section for two years. The users will select the button next to the policy to see a listing of documents for that policy. | ||
| + | |||
| + | [[File:MID.Documents.Policy.PNG]] | ||
=== Documents === | === Documents === | ||
| − | The documents section is a listing of all attachments published within the last two years excluding client-uploaded documents. | + | The documents section is a listing of all attachments published within the last two years excluding client-uploaded documents. |
| + | |||
| + | [[File:MID.Documents.List.PNG]] | ||
=== Uploaded Documents === | === Uploaded Documents === | ||
Uploaded Documents is a listing of all documents uploaded by the client to your agency. | Uploaded Documents is a listing of all documents uploaded by the client to your agency. | ||
| + | |||
| + | [[File:MID.Documents.Upload.PNG]] | ||
Latest revision as of 23:22, 18 December 2013
Contents
Certificates
Email Notification
Email notification will now be sent to the contact enrolled in MyInsuranceDashboard when a new version of the certificate is published from Newton or the Agent Portal. If the client was never enrolled in MyInsuranceDashboard, and you published from the certificate in Newton, the customer will receive the enrollment email rather than the certificate published email notification.
Updated Certificate Version 2014/01
The next release of Newton will include the new ACORD 25 Certificate of Liability Insurance (2014/01). MyInsuranceDashboard.com has been tested and updated for full compatibility with the new version of the form.
Documents Tab
The documents tab has been reorganized to provide a few different methods for customers to obtain their documents quickly. When the customer views the documents tab, the Documents and Uploaded Documents sections will be collapsed. This provides a clean view of the page, and increases performance for large lists of published documents.
Policy Documents
Policy Documents are published attachments for active polices. If the policy is inactive, the attachments will be visible in the documents section for two years. The users will select the button next to the policy to see a listing of documents for that policy.
Documents
The documents section is a listing of all attachments published within the last two years excluding client-uploaded documents.
Uploaded Documents
Uploaded Documents is a listing of all documents uploaded by the client to your agency.
