Vertafore
User Setup Worksheet
This worksheet will assist in gathering user information for entry into the system. Complete a worksheet for every user. Include a security worksheet for each user as well. Explanations of security settings are described in the User Setup topic of Instar Help
|User Setup Worksheet |
|User Information |
|User Name | | |
|Formal Name | |Flows to Letters/Fax |
|User Code | |Recommend initials |
|User Password | |Unique for each user |
|Default Agency | |Multiple Agencies Only |
|Closing | |e.g., Sincerely, |
|Title | |e.g., CSR or Agent |
|Designation | |e.g., CIC or CPU |
|Email | |Email Address |
|License Number | |Agent license # |
|Bank Account Default | |Usually 1010 or 1020 |
|Rating (Main) | | |
|Rating (Secondary) | | |
|Disable Policy Dec Comparison | | |
|Default to Commercial | |If Yes, click the box |
|Default to Prospect | |If Yes, click the box |
|User Email Worksheet |
|Basic Email Info |
|Logon | | |
|Password | | |
|Signature | | |
|Checkboxes |Y/N Read Receipt |Y/N Enable for Fax |
| |Y/N Outlook Express |Y/N Add > to Reply Forward |
|Printer & Document Management |
|PDF Printer Driver | |
|Temp Email Folder | |
|Imaging Inbox Folder | |
|Scanning Program | |
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