From Agency Systems Wiki
Jump to navigation Jump to search

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.