Attachments

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Email Integration Batch Send 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.

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

1. Select Profiles -> Attachment Tag Setup.
2. Enter the desired Attachment Tag Name.
3. Select Save.

   

Rename an Attachment Tag

1. Select Profiles -> Attachment Tag Setup.
2. Select the existing Tag Desc from the drop-down.
3. Select Replace.

   

4. Enter the new Attachment Tag Name.
5. 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. 

1. Select Profiles -> Attachment Tag Setup.
2. Select the existing Tag Desc from the drop-down.
3. Select Delete.

   

4. 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

1. Drag+Drop the attachment onto either a Client Tab, Policy Express, or the Company Tab. See: Attachment Integration
2. Select the desired Type and/or Tag.
3. Select OK.

   

Add Attachment Through Browse

1. Open the Client on one of the four client tabs.
2. 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.
3. Select Browse and choose the attachment.
4. Select the desired Type and/or Tag.
5. Select Okay.

   

Add Attachment Type and/or Tag to Existing Attachment

1. Load the Client on one of the four client tabs.
2. Expand the Attachments Band.
3. Right-Click on the attachment and select Edit Description.
4. Select the desired Type and/or Tag.
5. Select OK.

   

Filter Attachment List by Type

1. Load the Client on one of the four client tabs.
2. Expand the Attachments Band.
3. Right-Click on the attachment and select Attachment Types. (By default, All will be selected).

   

4. Select the desired Attachment Type from the list.
5. The attachment list will be automatically filtered to only include attachments saved as the selected Attachment Type.

   

6. Multiple attachment types can be selected by choosing additional types.