Difference between revisions of "Main Page"
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| + | | style="width:50%; background:#f4f8fb; border:1px solid #DBDDD8; vertical-align:top;" | | ||
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| + | <h2 style="padding:0.2em 0.4em; margin:0 0 10px 0; color:#000; font-size:140%; font-weight:bold; text-align:left;">Training Guides</h2> | ||
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| + | '''[[Implementation Process Overview|New Agency Implementation Process Overview]]''' | ||
| + | *'''[[Training 1: Newton Interface Overview]]''' | ||
| + | *:[[Client Tab]] | ||
| + | *::[[Client Keyword Search]] | ||
| + | *::[[Policy Keyword Search]] | ||
| + | *:[[Policy Express]] | ||
| + | *:[[Dashboard Tab (User)]] | ||
| + | *:[[Company Tab]] | ||
| + | *:[[Vendor Tab]] | ||
| + | *:[[Management Tab]] | ||
| + | *'''[[Training 2: Setting Up Your Agency]]''' | ||
| + | *'''[[Training 3: Entering Policy Information]]''' | ||
| + | *'''[[Training 4: ACORD Forms]]''' | ||
| + | *'''[[Training 5: Email, Diary, Activity, Client Notes & Memo Writer]]''' | ||
| + | *'''[[Training 6: Accounting]]''' | ||
| + | *'''[[Training 7: Management]]''' | ||
| + | |||
| + | '''[[Special:Categories|Click Here: View All Wiki Categories]]''' | ||
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*:[[Workstation Installation Instructions]] | *:[[Workstation Installation Instructions]] | ||
*'''[[:Category:Third-Party Integration|Third Party Integration]]''' | *'''[[:Category:Third-Party Integration|Third Party Integration]]''' | ||
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Revision as of 20:20, 26 January 2016
Welcome to the Newton by Agency Systems Wiki.
AgencySystems.com | MyNewtonCampus.com | Facebook.com | Twitter.com | YouTube.com
Newton News Archive | Current Release: September 2015 | Release Notes Archive
Training Guides |
Help by Category |
