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R | This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package. |
Add New Email is a data entry form where you can manually enter a Scheduled Reports recipient name and email address.
The Add New Email form is accessed from the Distribution Group Setup form. It is a link that is only visible with the form in edit mode, and is located under the Group members section. Click the link to open the Add New Emailform.
The Add New Email Menu and Toolbar
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Menu Option |
Icon |
Function |
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Save |
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Saves the information you have entered on the data entry form without closing the form. |
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Save & Close |
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Saves the information you have entered on the data entry form and closes the form. |
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Sign Off & Close |
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Closes the form and all other AMS360 centers and forms. If you have entered data and not yet saved your changes, you are asked if you want to save your changes before closing. |
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Close |
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Closes the data entry form without saving the information you have entered. |
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Menu Option |
Icon |
Submenu Options |
Uses |
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Activity |
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New |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
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View |
Opens the View Activity form. |
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Opens the Contacts data entry form. |
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DocManagement |
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Check Out Status |
Opens the Doc360 Check Out Status form. |
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Distribute Documents |
Opens the Document Distribution form. |
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Find Documents |
Opens the Doc360 Search form. |
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Get Documents |
Opens the Get Documents form |
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Match Pending Attachments |
Opens the Doc360 Match Pending Attachments form. |
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Form Letters |
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Initiates the Form Letters data entry form. |
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Notes |
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New |
Opens the Notes data entry form so you can enter a new note. |
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View |
Opens the View Notes form. |
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Suspense |
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New |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
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View |
Opens the View Suspense form and lists suspense that are incomplete and due within 30 days. |
This menu provides access to Integration functions such as Import, and Export; Launching New Centers, Launching Programs, Out of Office Assistant, Reports, and System Administration functions.
See the Toolbox topic for detailed information about the selections on this menu.
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Menu Option |
Icon |
Function |
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Context |
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Displays help for the active data entry form or center. |
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Search |
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Opens the AMS360Searchfeature. |
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Help Center |
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Displays the AMS360Help Center that contains system news and links to other resources. |
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Keyboard Shortcuts |
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Opens the Help topic that details the keyboard shortcuts available in AMS360. |
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Email Event Logs |
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Use under the direction of Vertafore Customer Care. This feature sends Customer Care one or more reports of events occurring in AMS360, your System, or the Application you were using. These reports are used to troubleshoot errors and problems. |
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Web-Based Training |
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Launches the login page for the AMS Learning and Performance System. |
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About |
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Shows you the current version information for AMS360. |
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Icon |
Feature |
Uses |
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Form Letters |
Opens the Form Letters data entry form. |
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Contacts |
Opens the Contacts form. |
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Activity |
Opens the Activity/Suspense data entry form so you can enter a new activity. |
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Suspense |
Opens the Activity/Suspense data entry form so you can enter a new suspense. |
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Notes |
Opens the Notes data entry form so you can enter a new note. |
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Doc |
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Customer |
Opens the Customer Search form so you can search for and open another customer. |
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Reports |
Launches the Reports - All selection form where you can select to print reports. |
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Distribution Group Setup |
Opens the Distribution Group Setup form. |
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Field |
What is this? |
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Name |
Name of email account holder (required) |
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E-mail Address |
Email address entry requires the correct email syntax. Correct syntax looks like: name@address.com. |
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Title |
Title of email account holder. |
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My Vertafore Support | Vertafore University | NetVU Network | Vertafore.com © 2015 Vertafore, Inc. and its subsidiaries. All Rights Reserved. Vertafore, the Vertafore design, AMS360, Vertafore Producer Advantage, Producer Plus, AgencyEDGE, ReferenceConnect, BenefitPoint, Engage, and WorkSmart are registered trademarks of Vertafore, Inc. or its subsidiaries. Third party marks belong to their respective holders. AMS360 Classic Help updated 5/18/2016 11:02 PM |
