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Newton Release Notes: Spring 2020 | Release Notes Archive

Newton User Guide

Workstation Installation

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Sections New Agency Implementation Process Overview Installation Newton Interface Overview Setup Profiles Client Policy Forms Correspondence (Email, Attachments, Batch Send, Fax, Memos) Suspense Accounting - Invoice/Billing Accounting (Other Processes and Reports)

Help by Category ////////// Click Here: View All Wiki Categories \\\\\\\\\\ Accounting Cash Client and Company Deposits Checks Invoice (Agency Bill or Direct Bill) - Create, Edit, Delete, and Adjust. Payables Receivables Reconcile Attachments Download Daily Process for Policy Downloads Daily Process: Address Any Notes or Errors Commission Download and Commission Builder Direct Bill: Commission Notes and Errors XML Activity and Claims Download Email Forms Marketing Memowriter Policy Tasks Profile Setup (Agency, Users, General Ledger) Reports Automatic Reports Client Query Wizard Premium Volume Technical References Error Codes Hardware Recommendations Make Text and Other Items Larger or Smaller Workstation Installation Instructions Third Party Integration