Difference between revisions of "Category:Attachment"
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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. | 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. | ||
| − | Attachments can be viewed, [[Email | + | Attachments can be viewed, [[Email|emailed]], or published to [[MyInsuranceDashboard.com Integration|My Insurance Dashboard]]. |
Latest revision as of 18:23, 17 May 2018
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.
Attachments can be viewed, emailed, or published to My Insurance Dashboard.
Pages in category "Attachment"
The following 5 pages are in this category, out of 5 total.
