Imaging / Email / Correspondence
Overview: Agency Systems provides you with the ability to attach electronic documents to your management system. For example, e-mails, PDF documents, and scanned images can all be attached to Agency Systems to be shared and used for reference, helping to prevent E&O and allowing your office, with the use of…
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Imaging / Email / Correspondence
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Overview:Batch Print is a powerful feature that allows you to group Memos, ACORD Forms, and other Attachments together, and send in batch to the printer, or as an attachment on an email message. Process: Load the Client on one of the four Client Tabs. Select the Policy Number under Active…
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Imaging / Email / Correspondence
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Overview:In this example we will batch print a batch to fax a set of memos (letters) with a Fax Cover Page, as well as a Certificate to our designated FAX printer. Before You Begin:Agency Systems comes with a template Fax Cover Memo. To locate it, from Client Explorer select the…
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Imaging / Email / Correspondence
Overview: Outgoing emails sent from Agency Systems can be configured to include a default operator email signature. The process outlined below steps the user through configuring the default signature from the user profile, or the compose email screen. Video Tutorial: Copy Email Signature From Microsoft Outlook Play Video Before You…
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Imaging / Email / Correspondence
Overview: The process below outlines how to Create and Send an email out of Agency Systems. Emails can be sent to a contact on a client, a contact on a company, or attached to a policy through Policy Express. Video Tutorial: E-mail Integration Play Video Before You Begin: For…
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Imaging / Email / Correspondence
Overview: The updated email system lists emails in a separate category from attachments. Sent and attached emails can be viewed, and permanent activity logs containing the contents of the email are included. Video Tutorial: E-mail Integration Play Video Before You Begin: Any emails previously attached in Agency Systems prior…
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Imaging / Email / Correspondence