Difference between revisions of "Attachments"
(added attachment type / tags) |
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=== Create Private Attachment === | === Create Private Attachment === | ||
See [[Management Tab]] for details. | See [[Management Tab]] for details. | ||
+ | |||
+ | == Attachment Types and User Tags == | ||
+ | In addition to being saved to a policy, Attachments can be assigned a '''Type''' and User-Defined '''Tag'''. View filters can be applied for the types, similar to [[#Activity|Activity Filters]]. | ||
+ | |||
+ | [[File:Basic-attch-typetag.PNG]] | ||
+ | |||
+ | Attachment '''Type''' and '''Tag''' columns are displayed in the following locations: | ||
+ | *Dashboard -> Attachments | ||
+ | *Management Tab -> Operator -> Attachments | ||
+ | *Management Tab -> Company -> Attachments | ||
+ | *Company Tab -> Attachments | ||
+ | *Client Basic Tab -> Attachments | ||
+ | |||
+ | ==== Attachment Type Setup ==== | ||
+ | Attachment types can be manually assigned to user-created attachments, in addition to being automatically set for system-generated attachments. | ||
+ | {| class="wikitable" | ||
+ | !Type | ||
+ | !Automatically Assigned To | ||
+ | |- | ||
+ | |Accounting | ||
+ | |Client/Company Reconcile Reports, Commission Download/Commission Builder Reports | ||
+ | |- | ||
+ | |Document | ||
+ | |Printed Memo Writer documents. | ||
+ | |- | ||
+ | |ACORD/Forms | ||
+ | |Previewed or Printed ACORD forms. | ||
+ | |- | ||
+ | |Picture | ||
+ | | | ||
+ | |- | ||
+ | |Other | ||
+ | | | ||
+ | |- | ||
+ | |Packages | ||
+ | |Batch print generated PDF packages. | ||
+ | |- | ||
+ | |} | ||
+ | |||
+ | Attachment Type profiles cannot be modified. | ||
+ | |||
+ | ==== Attachment Tag Setup ==== | ||
+ | Attachment tag profiles are user-defined, created by office administrators. ''(Requires '''Other -> Security System -> AR -> Policy Transaction -> Global''' Access)'' | ||
+ | |||
+ | =====Create an Attachment Tag===== | ||
+ | #Select '''Profiles -> Attachment Tag Setup'''. | ||
+ | #Enter the desired '''Attachment Tag Name'''. | ||
+ | #Select '''Save'''. | ||
+ | #:[[File:Menu-attchtag-save.png]] | ||
+ | |||
+ | =====Rename an Attachment Tag===== | ||
+ | #Select '''Profiles -> Attachment Tag Setup'''. | ||
+ | #Select the existing '''Tag Desc''' from the drop-down. | ||
+ | #Select '''Replace'''. | ||
+ | #:[[File:Menu-attchtag-replace.png]] | ||
+ | #Enter the new '''Attachment Tag Name'''. | ||
+ | #Select '''Update'''. | ||
+ | #:[[File:Menu-attchtag-replace-update.png]] | ||
+ | |||
+ | =====Delete an Attachment Tag===== | ||
+ | You cannot recover a deleted Attachment Tag. All previously associated attachments will no longer have an '''Attachment Tag''' set. | ||
+ | #Select '''Profiles -> Attachment Tag Setup'''. | ||
+ | #Select the existing '''Tag Desc''' from the drop-down. | ||
+ | #Select '''Delete'''. | ||
+ | #:[[File:Menu-attchtag-delete.png]] | ||
+ | #Confirm when prompted. | ||
+ | |||
+ | ==== Add Attachment Type and/or Tag to New Attachment ==== | ||
+ | New attachments with common file extensions (.jpg, .docx, .pdf) will automatically be assigned an '''Attachment Type'''. | ||
+ | ===== Add Attachment Through Drag+Drop ===== | ||
+ | #'''Drag+Drop''' the attachment onto either a '''Client Tab''', '''Policy Express''', or the '''Company Tab'''. See: [[Attachment Integration]] | ||
+ | #Select the desired '''Type''' and/or '''Tag'''. | ||
+ | #Select '''OK'''. | ||
+ | #:[[File:Attach-editdesc-typetag.png]] | ||
+ | ===== Add Attachment Through Browse ===== | ||
+ | #Open the '''Client''' on one of the four client tabs. | ||
+ | #Do one of the following: | ||
+ | #*Expand the '''Attachments''' band. Select '''Add Attachment'''. | ||
+ | #*'''Right-Click''' on the policy number listed under '''Active Policies''' and select '''Add Attachment'''. | ||
+ | #Select '''Browse''' and choose the attachment. | ||
+ | #Select the desired '''Type''' and/or '''Tag'''. | ||
+ | #Select '''Okay'''. | ||
+ | #:[[File:Attach-add-browse-type.png]] | ||
+ | |||
+ | ==== Add Attachment Type and/or Tag to Existing Attachment ==== | ||
+ | #Load the '''Client''' on one of the four client tabs. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Edit Description'''. | ||
+ | #Select the desired '''Type''' and/or '''Tag'''. | ||
+ | #Select '''OK'''. | ||
+ | #:[[File:Attach-editdesc-typetag.png]] | ||
+ | |||
+ | ==== Filter Attachment List by Type ==== | ||
+ | #Load the '''Client''' on one of the four client tabs. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Attachment Types'''. ''(By default, '''All''' will be selected)''. | ||
+ | #:[[File:Attch-attchtypes-all.png]] | ||
+ | #Select the desired '''Attachment Type''' from the list. | ||
+ | #The attachment list will be automatically filtered to only include attachments saved as the selected '''Attachment Type'''. | ||
+ | #:[[File:Attch-attchtypes-picture.png]] | ||
+ | #Multiple attachment types can be selected by choosing additional types. |
Revision as of 14:58, 23 December 2014
Related Pages |
Related Categories |
Newton provides you with the ability to attach electronic documents to your management system. Emails, PDF documents, and other scanned images can all be attached to Newton through drag-and-drop to be shared. A document can be attached to a given client, to a specific policy or submission, or to a company.
Contents
Create an Attachment
Although attachments and emails are both created through drag-and-drop, the email integration process is different.
Create a Client Attachment
- Load the client on one of the four client tabs.
- Left-click the mouse on the document (on your desktop) and hold down the mouse button.
- Drag the selected document onto the Basic tab and release the mouse button.
- Edit the Description for the file when prompted.
- Select Okay.
Create a Policy Attachment
- Load the client on one of the four client tabs.
- Left-Click on the policy number listed under the Active Policies band to open Policy Express.
- Left-Click the mouse on the document (on your desktop) and hold down the mouse button.
- Drag the selected document onto Policy Express and release the mouse button.
- Edit the Description for the file when prompted.
- Select Okay.
Create a Company Attachment
- Load the company on one of the company tab.
- Left-click the mouse on the document (on your desktop) and hold down the mouse button.
- Drag the selected document onto the Company tab and release the mouse button.
- Edit the Description for the file when prompted.
- Select Okay.
Create Private Attachment
See Management Tab for details.
Attachment Types and User Tags
In addition to being saved to a policy, Attachments can be assigned a Type and User-Defined Tag. View filters can be applied for the types, similar to Activity Filters.
Attachment Type and Tag columns are displayed in the following locations:
- Dashboard -> Attachments
- Management Tab -> Operator -> Attachments
- Management Tab -> Company -> Attachments
- Company Tab -> Attachments
- Client Basic Tab -> Attachments
Attachment Type Setup
Attachment types can be manually assigned to user-created attachments, in addition to being automatically set for system-generated attachments.
Type | Automatically Assigned To |
---|---|
Accounting | Client/Company Reconcile Reports, Commission Download/Commission Builder Reports |
Document | Printed Memo Writer documents. |
ACORD/Forms | Previewed or Printed ACORD forms. |
Picture | |
Other | |
Packages | Batch print generated PDF packages. |
Attachment Type profiles cannot be modified.
Attachment Tag Setup
Attachment tag profiles are user-defined, created by office administrators. (Requires Other -> Security System -> AR -> Policy Transaction -> Global Access)
Create an Attachment Tag
Rename an Attachment Tag
- Select Profiles -> Attachment Tag Setup.
- Select the existing Tag Desc from the drop-down.
- Select Replace.
- Enter the new Attachment Tag Name.
- Select Update.
Delete an Attachment Tag
You cannot recover a deleted Attachment Tag. All previously associated attachments will no longer have an Attachment Tag set.
- Select Profiles -> Attachment Tag Setup.
- Select the existing Tag Desc from the drop-down.
- Select Delete.
- Confirm when prompted.
Add Attachment Type and/or Tag to New Attachment
New attachments with common file extensions (.jpg, .docx, .pdf) will automatically be assigned an Attachment Type.
Add Attachment Through Drag+Drop
- Drag+Drop the attachment onto either a Client Tab, Policy Express, or the Company Tab. See: Attachment Integration
- Select the desired Type and/or Tag.
- Select OK.
Add Attachment Through Browse
- Open the Client on one of the four client tabs.
- Do one of the following:
- Expand the Attachments band. Select Add Attachment.
- Right-Click on the policy number listed under Active Policies and select Add Attachment.
- Select Browse and choose the attachment.
- Select the desired Type and/or Tag.
- Select Okay.
Add Attachment Type and/or Tag to Existing Attachment
- Load the Client on one of the four client tabs.
- Expand the Attachments Band.
- Right-Click on the attachment and select Edit Description.
- Select the desired Type and/or Tag.
- Select OK.
Filter Attachment List by Type
- Load the Client on one of the four client tabs.
- Expand the Attachments Band.
- Right-Click on the attachment and select Attachment Types. (By default, All will be selected).
- Select the desired Attachment Type from the list.
- The attachment list will be automatically filtered to only include attachments saved as the selected Attachment Type.
- Multiple attachment types can be selected by choosing additional types.