Attachments

Related Pages

Email Integration Batch Print Training 5: Email, Diary, Activity, Client Notes & Memo Writer

Related Categories

Email Attachment

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.

Create an Attachment

Drag and Drop Attachments

Adding Attachments Using My Newton Online

Although attachments and emails are both created through drag-and-drop, the email integration process is different.

Create a Client Attachment

1. Load the client on one of the four client tabs.
2. Left-click the mouse on the document (on your desktop) and hold down the mouse button.
3. Drag the selected document onto the Basic tab and release the mouse button.
4. Edit the Description for the file when prompted.
5. Select Okay.

Create a Policy Attachment

1. Load the client on one of the four client tabs.
2. Left-Click on the policy number listed under the Active Policies band to open Policy Express.
3. Left-Click the mouse on the document (on your desktop) and hold down the mouse button.
4. Drag the selected document onto Policy Express and release the mouse button.
5. Edit the Description for the file when prompted.
6. Select Okay.

Create a Company Attachment

1. Load the company on one of the company tab.
2. Left-click the mouse on the document (on your desktop) and hold down the mouse button.
3. Drag the selected document onto the Company tab and release the mouse button.
4. Edit the Description for the file when prompted.
5. Select Okay.