Difference between revisions of "Forms: New York Driver ID Card Configuration by Department"

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[[Category:New York State Insurance Forms]]
 
[[Category:New York State Insurance Forms]]
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
 
<table class="infobox" cellspacing="5" style="background-color: #FFFFFF; width:27em; text-align:left; border-spacing: 2px; line-height:1.5em;">
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<tr>
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    <td>[[File:Ic_description_black_24dp.png|link=Newton User Guide#Forms]] Newton User Guide: [[Newton User Guide#Forms|Forms]]</td>
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</tr>
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<tr>
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    <td>[[File:Ic_info_black_24dp.png]] Required Software Version: [[:Category:Release Notes|Spring 2017]]</td>
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</tr>
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<tr>
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    <td>[[File: Ic_settings_backup_restore_black_24dp.png]]  Legacy Instructions Available: [http://wiki.agencysystems.com/mediawiki/index.php?title=Forms:_New_York_Driver_ID_Card_Configuration_by_Department&oldid=4748 Click Here]</td>
 +
</tr>
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
<tr style="background-color: #bdbdbd; text-align: center; font-weight:bold;">
 
     <td>Related Pages</td>
 
     <td>Related Pages</td>
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<td>
 
<td>
 
<ul>
 
<ul>
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<li>[[New York Driver ID Card Configuration]]
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<li>[[Department Profile]]</li>
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<li>[[Forms]]</li>
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<li>[[Forms: New York Driver ID Card Configuration]]
 
<li>[http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm New York State Company Codes]</li>
 
<li>[http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm New York State Company Codes]</li>
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<li>[[Training 4: ACORD Forms]]</li>
 
 
</ul>
 
</ul>
 
</td>
 
</td>
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</table>
 
</table>
  
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The New York State provided bar code software is not required when using Newton.
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Newton can produce a number of New York State insurance forms, including driver ID cards with bar codes. The New York State provided bar code software is not required when using Newton.
  
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Items needed to complete New York ID configuration:
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== Before you begin ==
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[[File:Ic_info_black_24dp.png]] If your Agency only has a single New York Issuer Key see [[New York Driver ID Card Configuration]].
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Items needed to complete New York ID configuration: (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
 
*'''New York Company ID Codes''' and '''NAIC codes'''  
 
*'''New York Company ID Codes''' and '''NAIC codes'''  
 
*Your '''New York Issuer License Number'''.
 
*Your '''New York Issuer License Number'''.
 
*Your '''New York Issuer Key'''.
 
*Your '''New York Issuer Key'''.
  
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'''If your Agency only has a single New York Issuer Key see [[New York Driver ID Card Configuration]].'''
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Access to the administrative configure forms menu requires the [[Producer Profile|current operator]] to have the highest [[Security System]] access, level 9. The menu will not be available for users without the necessary permission.  
  
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=== Enable Printing New York Forms by Department ===
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[[File:Ic_info_black_24dp.png]]  See: [[Security System]] for more information.
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#[[Help:Contents|Contact Agency Systems support]] to enable printing New York insurance forms by department.
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#Select '''Profiles -> Agency'''. ''(Requires [[Security System]]: Profiles -> Agency -> Edit)''
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== Enable printing forms by department ==
 +
If your agency only has a single New York Issuer Key see [[New York Driver ID Card Configuration]].
 +
#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Agency'''. (Requires [[Security System|Security System: Profiles -> Agency -> Edit]] access.)
 
#Select the '''Forms/Numbering Setups''' tab.
 
#Select the '''Forms/Numbering Setups''' tab.
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#Change '''Address on Forms''' to Department'''.
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#Change '''Address on Forms''' to [[Department Profile|'''Department''']].
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#:[[File:menu-profiles-agency-formnum-addbydept.png]]
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#:[[File:Setup-agency-addressforms-dpt.png]]
 
#Select '''Save''' then '''Exit'''.
 
#Select '''Save''' then '''Exit'''.
  
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===Configure Your New York Issue Number and Key by Department===
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[[File:Ic_info_black_24dp.png]]  See: [[Agency Profile]] for more information.
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The issuer key is configured once per agency, per [[Department Profile|Department Code]].
 
  
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#Load any client on any of the four Client Tabs with an active policy.
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== Configure your New York issuer number and key by department ==
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#'''Left-Click''' any policy number listed under the '''Active Policies''' band.
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The issuer key is configured once per agency, per [[Department Profile|department code]], by an admin user. (If your agency only has a single issuer license number, [[Forms: New York Driver ID Card Configuration|see Forms: New York Driver ID Card Configuration]].)
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#Select '''Create Item -> Form'''.
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Configure Forms'''.
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#Select the first form in the list, and select '''Ok'''. ''(The selected form can be any form)''
 
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#:[[File:Create-newform-a1.png]]
 
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#Select '''Other -> Configure Forms...'''
 
 
#Select '''NY ID Config...'''
 
#Select '''NY ID Config...'''
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#Select '''New'''.  ''(If your screen looks different, [[Help:Contents|Contact Agency Systems support]])''
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#Select '''New'''.  (If your screen only allows for a single issuer key, [[Help:Contents|contact Agency Systems support]] to enable printing New York insurance forms by department.)
 
#:[[File:ny-nyidconfig-dept.png]]
 
#:[[File:ny-nyidconfig-dept.png]]
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#Enter a valid '''[[Department Profile|Department Code]]''', '''Issuer License Number''' and '''Issuer Key'''.
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#Enter a valid '''[[Department Profile|Department Code]]''', '''Issuer License Number''' and '''Issuer Key'''. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
 
#:[[File:Ny-nyidconfig-dept-keys.png]]
 
#:[[File:Ny-nyidconfig-dept-keys.png]]
 
#Select '''Ok''' then '''Close'''.
 
#Select '''Ok''' then '''Close'''.
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#Exit the ACORD form, selecting '''No''' to save if prompted.
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#[[#Assign a New York State code to a company profile|See the section below to assign New York State codes to company profiles]].  
  
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===Assign a New York State Code to a [[Company Profile]]===
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[[File:Ic_info_black_24dp.png]]  See: [[Forms: Configure Forms]] for more information.
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The list of New York State issued codes can be found here: http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm
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#From the main Newton window select '''Profiles -> Company'''.
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== Assign a New York State code to a company profile ==
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#Select '''Find''' and select the desired policy company. Select '''Ok''' to load the company details.
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The New York State code is assigned to each company profile in Newton. (Requires  [[Security System|Security System: Profiles -> Company-> Edit]] access.)
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#Enter the company's '''NAIC Code''' and '''NY ID Code'''.
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#From the '''[[Main Menu and Tab Navigation|Main Menu]]''', select '''Setup''' -> '''Company'''.
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#:[[File:Ny-nyidconfig-companyprof.png]]
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#Select '''Find'''.
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#Select the desired company number and select '''OK'''.  
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#Enter the company's '''NAIC Code''' and '''NY ID Code'''. (http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm)
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#:[[File:Company-nyidconfig.png]]
 
#Select '''Save''' then '''Exit'''.
 
#Select '''Save''' then '''Exit'''.
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 +
[[File:Ic_info_black_24dp.png]]  See: [[Company Profile]] for more information.

Latest revision as of 20:52, 7 May 2018

Ic description black 24dp.png Newton User Guide: Forms
Ic info black 24dp.png Required Software Version: Spring 2017
Ic settings backup restore black 24dp.png Legacy Instructions Available: Click Here
Related Pages
Related Categories

Newton can produce a number of New York State insurance forms, including driver ID cards with bar codes. The New York State provided bar code software is not required when using Newton.

Before you begin

Ic info black 24dp.png If your Agency only has a single New York Issuer Key see New York Driver ID Card Configuration.

Items needed to complete New York ID configuration: (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)

  • New York Company ID Codes and NAIC codes
  • Your New York Issuer License Number.
  • Your New York Issuer Key.

Access to the administrative configure forms menu requires the current operator to have the highest Security System access, level 9. The menu will not be available for users without the necessary permission.

Ic info black 24dp.png See: Security System for more information.

Enable printing forms by department

If your agency only has a single New York Issuer Key see New York Driver ID Card Configuration.

  1. From the Main Menu, select Setup -> Agency. (Requires Security System: Profiles -> Agency -> Edit access.)
  2. Select the Forms/Numbering Setups tab.
  3. Change Address on Forms to Department.
    Setup-agency-addressforms-dpt.png
  4. Select Save then Exit.

Ic info black 24dp.png See: Agency Profile for more information.

Configure your New York issuer number and key by department

The issuer key is configured once per agency, per department code, by an admin user. (If your agency only has a single issuer license number, see Forms: New York Driver ID Card Configuration.)

  1. From the Main Menu, select Setup -> Configure Forms.
  2. Select NY ID Config...
  3. Select New. (If your screen only allows for a single issuer key, contact Agency Systems support to enable printing New York insurance forms by department.)
    Ny-nyidconfig-dept.png
  4. Enter a valid Department Code, Issuer License Number and Issuer Key. (http://www.dfs.ny.gov/insurance/iies/html/iies1.htm)
    Ny-nyidconfig-dept-keys.png
  5. Select Ok then Close.
  6. See the section below to assign New York State codes to company profiles.

Ic info black 24dp.png See: Forms: Configure Forms for more information.

Assign a New York State code to a company profile

The New York State code is assigned to each company profile in Newton. (Requires Security System: Profiles -> Company-> Edit access.)

  1. From the Main Menu, select Setup -> Company.
  2. Select Find.
  3. Select the desired company number and select OK.
  4. Enter the company's NAIC Code and NY ID Code. (http://www.dfs.ny.gov/insurance/dmvcode/dmvna_all.htm)
    Company-nyidconfig.png
  5. Select Save then Exit.

Ic info black 24dp.png See: Company Profile for more information.

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