1 / 64

Web Client Part 1: Web Site Manager Tom Hunsinger Please press *6 on your phone to mute your line

Web Client Part 1: Web Site Manager Tom Hunsinger Please press *6 on your phone to mute your line. Web Client: Web Site Manager. Welcome! Tom Hunsinger 800-326-7235 #4006# tom.hunsinger@sungard.com Please mute your phones (*6 on your telephone)

kurt
Download Presentation

Web Client Part 1: Web Site Manager Tom Hunsinger Please press *6 on your phone to mute your line

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Web Client Part 1: Web Site Manager Tom Hunsinger Please press *6 on your phone to mute your line

  2. Web Client: Web Site Manager Welcome! • Tom Hunsinger • 800-326-7235 #4006# • tom.hunsinger@sungard.com • Please mute your phones (*6 on your telephone) • ftp://64.34.162.102/http_files/WebClientPart1.pptx • ftp://64.34.162.102/http_files/WebClientPart2.pptx

  3. Web Client: Web Site Manager If you lose the meeting connection: • Continue to listen to the voice call • Try to login again to the meeting using your browser • For more help, call Relius Training Online Meeting Support at (800) 326-7235 ext 5890

  4. Web Client: Web Site Manager Web Client has two components: • Web Manager (covered in this presentation) • Accessed from a Internet Web browser • Configures the look of the Web site • Configures E-mail notifications and attachments • Manages planbooks, clients, and preparers • Plan Manager (covered in the second presentation) • Accessed from RGF 5500 • Publishes plans on Web site • Manages plans • Manages preparers

  5. Web Client: Web Site Manager The Web Client process overview • Prepare forms in RGF 5500 like usual • Administrator configures Web site • Add Preparers • Add Clients • Preparers publish plans from RGF5500 • Clients view/edit plans • Preparers review any changes • Filing to DOL • Please mute your phones (*6 on your telephone)

  6. Web Client: Web Site Manager What will be covered in this presentation: • Configure Web site • Customize the look of the Web site • Customize e-mail notifications and attachments • New Client Notification • Secondary New Client Notification • Authenticated Client Notification • How to Configure Global Attachments • Using the Messaging System • Manage Preparers and Clients • Add Preparers • Add Clients • Managing Preparers and Clients

  7. Web Client: Web Site Manager Customize the look of the Web site

  8. Web Client: Web Site Manager Two Types of Preparer Rights Preparer with Organizational Rights Preparer without Organizational Rights

  9. Web Client: Web Site Manager Changing User Profile

  10. Web Client: Web Site Manager Changing User Profile

  11. Web Client: Web Site Manager Changing User Profile

  12. Web Client: Web Site Manager Changing User Profile

  13. Web Client: Web Site Manager Changing User Profile

  14. Web Client: Web Site Manager Customize the look of the Web site

  15. Web Client: Web Site Manager Customize the look of the Web site

  16. Web Client: Web Site Manager Customize the look of the Web site

  17. Web Client: Web Site Manager Customize the look of the Web site

  18. Web Client: Web Site Manager Customize the look of the Web site

  19. Web Client: Web Site Manager Customize the look of the Web site

  20. Web Client: Web Site Manager Customize the look of the Web site

  21. Web Client: Web Site Manager Customize the look of the Web site

  22. Web Client: Web Site Manager Customize the look of the Web site

  23. Web Client: Web Site Manager Customize the look of the Web site

  24. Web Client: Web Site Manager Customize the look of the Web site

  25. Web Client: Web Site Manager Customize the look of the Web site

  26. Web Client: Web Site Manager Customize the look of the Web site

  27. Web Client: Web Site Manager Customize the look of the Web site

  28. Web Client: Web Site Manager Customize the look of the Web site

  29. Web Client: Web Site Manager Customize the look of the Web site

  30. Web Client: Web Site Manager Customize the look of the Web site

  31. Web Client: Web Site Manager Customize the look of the Web site

  32. Web Client: Web Site Manager Customize the look of the Web site

  33. Web Client: Web Site Manager Customize the look of the Web site

  34. Web Client: Web Site Manager Customize the look of the Web site

  35. Web Client: Web Site Manager Customize e-mail notifications and attachments

  36. Web Client: Web Site Manager Customize e-mail notifications and attachments

  37. Web Client: Web Site Manager Customize e-mail notifications and attachments

  38. Web Client: Web Site Manager Customize e-mail notifications and attachments

  39. Web Client: Web Site Manager Customize e-mail notifications and attachments

  40. Web Client: Web Site Manager Customize e-mail notifications and attachments

  41. Web Client: Web Site Manager Customize e-mail notifications and attachments

  42. Web Client: Web Site Manager Customize e-mail notifications and attachments

  43. Web Client: Web Site Manager Customize e-mail notifications and attachments

  44. Web Client: Web Site Manager Customize e-mail notifications and attachments

  45. Web Client: Web Site Manager Customize e-mail notifications and attachments

  46. Web Client: Web Site Manager Customize e-mail notifications and attachments

  47. Web Client: Web Site Manager Customize e-mail notifications and attachments

  48. Web Client: Web Site Manager Customize e-mail notifications and attachments

  49. Web Client: Web Site Manager Customize e-mail notifications and attachments

  50. Web Client: Web Site Manager Customize e-mail notifications and attachments

More Related