Welcome to the Producer Manager Online Help User Guide v.7.8

Thank you for using Producer Manager, the producer sales authorization and relationship management component of the Vertafore Sircon Platform.

You can get help about any screen in Producer Manager by clicking the Help link at the bottom of any page in Producer Manager. Or, you may click to select a help topic in the help contents frame (left) to display the topic in this frame. You may also click the Search button (above left) to search for help topics containing certain keywords.

ClosedMore about online help

This user guide documents the entire graphical user interface of Producer Manager, with a separate help topic or chapter for each page or screen in Producer Manager. Within each help topic, you will find descriptions and documentation of the data characteristics and constraints of each user input field and control, grouped into named sections that mirror what you see on the graphical user interface. Beginning users will find this information particularly helpful as they learn how to use Producer Manager. Each topic also includes a screen capture illustration that includes an example data input scenario.

To expand a section grouping, click the section name. To view a screen capture, click the View Screen Capture heading. Click again to collapse an expanded section or hide a screen capture illustration.

Below the field- and control-level information, you will find sections of notes, tips, and/or warnings. These sections are not hidden or collapsed, to allow easier access to the information by more experienced users.

  • Notes contain information that helps put the documentation into context with the overall system or your company's particular deployment of PLM.

  • Tips contain information to help you maximize use of the system or improve user productivity.

  • Warnings alert you to situations that might result unintentionally in data loss or lost productivity.

To help you more quickly find the information you are looking for, this user guide contains numerous hyperlinks in blue, underlined text that you can click to navigate directly to topics or chapters that are related to the topic you are currently reviewing.

If you are a new Producer Manager user, see Getting Started to gain a basic understanding of Producer Manager and to help you quickly become familiar with the system.

Also, see Printable Help Guides for additional help materials to help you get the most out of working with Producer Manager.

Notes

Note: Vertafore's success depends on your success in using our software applications and services to help you accomplish your business goals. To this end, we aim to continuously improve our online help. If you have a comment or suggestion regarding the online help, please email us at DocumentationTeam@vertafore.com.