Difference between revisions of "Attachments"
m (→Add Attachment Through Drag+Drop: typo) |
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Although attachments and emails are both created through drag-and-drop, the [[Email Integration|email integration]] process is different. | Although attachments and emails are both created through drag-and-drop, the [[Email Integration|email integration]] process is different. | ||
=== Create a Client Attachment === | === Create a Client Attachment === | ||
− | #Load | + | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. |
#'''Left-click''' the mouse on the document (on your desktop) and '''hold down the mouse button'''. | #'''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'''. | #Drag the selected document onto the '''Basic tab''' and '''release the mouse button'''. | ||
Line 41: | Line 41: | ||
#Select''' Okay'''. | #Select''' Okay'''. | ||
=== Create a Policy Attachment === | === Create a Policy Attachment === | ||
− | #Load | + | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. |
#'''Left-Click''' on the policy number listed under the '''Active Policies''' band to open [[Policy Express]]. | #'''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'''. | #'''Left-Click''' the mouse on the document (on your desktop) and '''hold down the mouse button'''. | ||
Line 62: | Line 62: | ||
=== Create Secure Attachment === | === Create Secure Attachment === | ||
+ | Anything attached through drag-and-drop from within the management tab is only visible from the management tab as a secure attachment. | ||
+ | |||
See [[Management_Tab#Management:_Secure_Attachments|Management Tab]] for details. | See [[Management_Tab#Management:_Secure_Attachments|Management Tab]] for details. | ||
+ | Existing company and vendor attachments can be converted as secure attachments using [[the instructions below]]. | ||
+ | |||
== Attachment Types and User Tags == | == 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]]. | 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]]. | ||
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===== Add Attachment Through Browse ===== | ===== Add Attachment Through Browse ===== | ||
− | # | + | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. |
#Do one of the following: | #Do one of the following: | ||
#*Expand the '''Attachments''' band. Select '''Add Attachment'''. | #*Expand the '''Attachments''' band. Select '''Add Attachment'''. | ||
Line 151: | Line 155: | ||
==== Add Attachment Type and/or Tag to Existing Attachment ==== | ==== Add Attachment Type and/or Tag to Existing Attachment ==== | ||
− | #Load | + | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. |
#Expand the '''Attachments Band'''. | #Expand the '''Attachments Band'''. | ||
#'''Right-Click''' on the attachment and select '''Edit Description'''. | #'''Right-Click''' on the attachment and select '''Edit Description'''. | ||
Line 159: | Line 163: | ||
==== Filter Attachment List by Type ==== | ==== Filter Attachment List by Type ==== | ||
− | #Load | + | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. |
#Expand the '''Attachments Band'''. | #Expand the '''Attachments Band'''. | ||
#'''Right-Click''' on the attachment and select '''Attachment Types'''. ''(By default, '''All''' will be selected)''. | #'''Right-Click''' on the attachment and select '''Attachment Types'''. ''(By default, '''All''' will be selected)''. | ||
Line 167: | Line 171: | ||
#:[[File:Attch-attchtypes-picture.png]] | #:[[File:Attch-attchtypes-picture.png]] | ||
#Multiple attachment types can be selected by choosing additional types. | #Multiple attachment types can be selected by choosing additional types. | ||
+ | |||
+ | == Rename, Move, or Remove an Attachment == | ||
+ | === Rename an Attachment === | ||
+ | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]], or load a [[Company Tab]] or [[Vendor Tab]]. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Edit Description'''. | ||
+ | #Enter a new '''Description'''. | ||
+ | #Select the desired [[#Attachment Types and User Tags|'''Type''' and/or '''Tag''']]. | ||
+ | #Select '''OK'''. | ||
+ | #:[[File:Attach-editdesc-typetag.png]] | ||
+ | |||
+ | === Move an Attachment === | ||
+ | Existing attachments can be moved from the client file, to a specific policy on the client. In addition, attachments can be moved between two policies, or removed from a policy. | ||
+ | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Move to policy'''. | ||
+ | #Highlight the correct policy number by left-clicking on the number within the list, and choose '''Select'''. ''(To remove the attachment from the policy, select '''Clear'''.)'' | ||
+ | #:[[File:Attachment-move-selectapolicy.png]] | ||
+ | #Confirm '''Yes''' to move the attachment. | ||
+ | |||
+ | ==== Move Multiple Attachments ==== | ||
+ | Attachments can be moved individually using [[#Move an Attachment|the steps above]] or multiple items can be moved in a batch. | ||
+ | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]]. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Multiple Selections'''. | ||
+ | #:[[File:releasenotes-basic-attachments-multipleselection.png]] | ||
+ | #After enabling '''Multiple Selections''', choose the items by clicking on the check boxes or the attachment descriptions. | ||
+ | #:[[File:releasenotes-basic-attachments-multipleselection-checks.png]] | ||
+ | #After the items are selected, '''Right-Click''' on an attachment and select '''Move to policy'''. | ||
+ | #Highlight the correct policy number by left-clicking on the number within the list, and choose '''Select'''. ''(To remove the attachments from the policy, select '''Clear'''.)'' | ||
+ | #:[[File:Attachment-move-selectapolicy.png]] | ||
+ | #Confirm '''Yes''' to move the attachments. | ||
+ | |||
+ | === Convert Company and Vendor Secure Attachments === | ||
+ | [[Company Tab|Company]] and [[Vendor Tab|Vendor]] attachments can be converted to secure attachments. | ||
+ | #Load a [[Company Tab]] or [[Vendor Tab]]. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Convert to Secure Attachment'''. | ||
+ | #:[[File:Company-attach-convertsecure.png]] | ||
+ | #Select '''Yes''' to confirm. | ||
+ | |||
+ | After the conversion, the attachment will be removed from the company or vendor tabs, and only available from the [[Management_Tab#Management:_Secure_Attachments|Management Tab]]. | ||
+ | |||
+ | === Delete an Attachment === | ||
+ | Existing attachments can be removed from the client and policy, company or vendor. Any activity corresponding to the original attachment will be be unchanged, with a new activity created representing the delete action. | ||
+ | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]], or load a [[Company Tab]] or [[Vendor Tab]]. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Remove Link''' or '''Delete'''. | ||
+ | #Confirm '''Yes''' to remove the attachment. | ||
+ | #:[[File:Attachment-removelinkconfirm.png]] | ||
+ | |||
+ | ==== Delete Multiple Attachments ==== | ||
+ | Attachments can be removed individually using [[#Delete an Attachment|the steps above]] or multiple items can be removed in a batch. | ||
+ | #[[Client Tab#Find a Client|Load a client]] on one of the [[Client Tab|client tabs]], or load a [[Company Tab]] or [[Vendor Tab]]. | ||
+ | #Expand the '''Attachments Band'''. | ||
+ | #'''Right-Click''' on the attachment and select '''Multiple Selections'''. | ||
+ | #:[[File:releasenotes-basic-attachments-multipleselection.png]] | ||
+ | #After enabling '''Multiple Selections''', choose the items by clicking on the check boxes or the attachment descriptions. | ||
+ | #:[[File:releasenotes-basic-attachments-multipleselection-checks.png]] | ||
+ | #After the items are selected, '''Right-Click''' on an attachment and select '''Remove Link''' or '''Delete'''. | ||
+ | #Confirm '''Yes''' to remove the attachments. |
Revision as of 15:12, 15 March 2016
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 a client on one of the 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 a client on one of the 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 a 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 a Vendor Attachment
- Load the vendor on a vendor tab.
- Left-click the mouse on the document (on your desktop) and hold down the mouse button.
- Drag the selected document onto the Vendor tab and release the mouse button.
- Edit the Description for the file when prompted.
- Select Okay.
Create Secure Attachment
Anything attached through drag-and-drop from within the management tab is only visible from the management tab as a secure attachment.
See Management Tab for details.
Existing company and vendor attachments can be converted as secure attachments using the instructions below.
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 Tab -> Attachments
- Management Tab -> Operator -> Attachments
- Management Tab -> Company -> Attachments
- Client Tab -> Attachments
- Policy Express -> Attachments
- Company Tab -> Attachments
- Vendor 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, the Company Tab, or the Vendor Tab. (See: Create an Attachment)
- Select the desired Type and/or Tag.
- Select OK.
Add Attachment Through Browse
- Load a client on one of the 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 a client on one of the 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 a client on one of the 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.
Rename, Move, or Remove an Attachment
Rename an Attachment
- Load a client on one of the client tabs, or load a Company Tab or Vendor Tab.
- Expand the Attachments Band.
- Right-Click on the attachment and select Edit Description.
- Enter a new Description.
- Select the desired Type and/or Tag.
- Select OK.
Move an Attachment
Existing attachments can be moved from the client file, to a specific policy on the client. In addition, attachments can be moved between two policies, or removed from a policy.
- Load a client on one of the client tabs.
- Expand the Attachments Band.
- Right-Click on the attachment and select Move to policy.
- Highlight the correct policy number by left-clicking on the number within the list, and choose Select. (To remove the attachment from the policy, select Clear.)
- Confirm Yes to move the attachment.
Move Multiple Attachments
Attachments can be moved individually using the steps above or multiple items can be moved in a batch.
- Load a client on one of the client tabs.
- Expand the Attachments Band.
- Right-Click on the attachment and select Multiple Selections.
- After enabling Multiple Selections, choose the items by clicking on the check boxes or the attachment descriptions.
- After the items are selected, Right-Click on an attachment and select Move to policy.
- Highlight the correct policy number by left-clicking on the number within the list, and choose Select. (To remove the attachments from the policy, select Clear.)
- Confirm Yes to move the attachments.
Convert Company and Vendor Secure Attachments
Company and Vendor attachments can be converted to secure attachments.
- Load a Company Tab or Vendor Tab.
- Expand the Attachments Band.
- Right-Click on the attachment and select Convert to Secure Attachment.
- Select Yes to confirm.
After the conversion, the attachment will be removed from the company or vendor tabs, and only available from the Management Tab.
Delete an Attachment
Existing attachments can be removed from the client and policy, company or vendor. Any activity corresponding to the original attachment will be be unchanged, with a new activity created representing the delete action.
- Load a client on one of the client tabs, or load a Company Tab or Vendor Tab.
- Expand the Attachments Band.
- Right-Click on the attachment and select Remove Link or Delete.
- Confirm Yes to remove the attachment.
Delete Multiple Attachments
Attachments can be removed individually using the steps above or multiple items can be removed in a batch.
- Load a client on one of the client tabs, or load a Company Tab or Vendor Tab.
- Expand the Attachments Band.
- Right-Click on the attachment and select Multiple Selections.
- After enabling Multiple Selections, choose the items by clicking on the check boxes or the attachment descriptions.
- After the items are selected, Right-Click on an attachment and select Remove Link or Delete.
- Confirm Yes to remove the attachments.