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May 25, 2006
Volume 2 Issue 7
In this issue: Attachments Feature
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User Conference Details
 From the Editor
The User's Conference is fast approaching.
Many of you have asked for an opportunity to be sure you are
getting the most from your Agency Advantage software. This is
it. The 2006 User's
Conference is going to be a great learning
opportunity for all our customers and their employees.
Be sure to read more about the conference content below.
In this issue of our newsletter we will be
taking a closer look at the Attachments
Tab in The Agency Advantage, saving lots of time and adding
to your electronic filing capabilites.
If you have a question or topic you would
like explained, a story to share, or just a quick useful tip,
we'd love to hear from you. Please send your responses to tina@agencyadvantage.com.
Tina Stewart
Editor
Attachments
The attachments tab is a relatively recent,
but very handy addition to The Agency Advantage. It's purpose
is to let you attach important information to your customer's
folder without the need to print and scan it.
You can attach any type of file that your
computer can open. The most common types of attachments
are emails, Adobe pdf files, Word documents and Excel
spreadsheets.
It is easy to attach a file using one of two
methods. The first method, is to simply drag the file
from your desktop and drop it in the inbox on the right side
of the Attachments screen (visible after you click the
Attachments Tab). A small box opens with most
information pre-filled, waiting for you to select the
related policy and type a description.
Click the "Exit" icon and the file is
attached, ready to be opened and viewed anytime.
The second way to attach files is by
clicking the "Add" icon on the Attachments Tab. A window
will open allowing you to browse the files on your
computer, selecting a file will attach it to your Customer's
Folder. As with the previous method, you will have the
opportunity to choose the related policy and
give the file a brief description.
More instructions are available by
clicking here.
The Agency
Advantage User Conference
Have you registered for the Agency Advantage
User’s Conference? Don't miss this opportunity to learn how to
get the most out of your Agency Advantage software. Talk with
fellow users from all across the country who are using The
Agency Advantage to build their agencies.
Planned education opportunities include:
- Basic and Advanced Agency Advantage Accounting
- Everything You Want to Know About Download
- Practical Ways to Manage Paper
- How to Build your Agency With The Agency Advantage
- Tips and Shortcuts to Using The Agency Advantage
Additionally, there will
be insurance industry experts and speakers presenting timely
and useful information to help your agency prosper.
All of this plus lunch, door prizes and more
packed into a day and half, June 22 and 23 in Atlanta at the
Hilton Garden Inn Perimeter Center. For more details and how
to register,
click here.
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