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AGB Presentation Builder & UW & SS New Business Worksite

AGB Presentation Builder & UW & SS New Business Worksite. Presentation Builder. Sharepoint site open to all AGB employees Houses library of generic presentation materials on AGB products, programs, and services

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AGB Presentation Builder & UW & SS New Business Worksite

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  1. AGB Presentation Builder & UW & SS New Business Worksite

  2. Presentation Builder • Sharepoint site open to all AGB employees • Houses library of generic presentation materials on AGB products, programs, and services • Houses library of approved imagery for use in presentations and other electronic materials • Links to Underwriting and Sales Support New Business Worksite

  3. Let’s take a tour!(http://midp-wss-002/sites/AGBLibrary/default.aspx)

  4. Things to keep in mind… • The Presentation Builder is a constant work in progress so check back often for: • Vertical presentations and images • Presentations around globalization initiatives • New materials as our business continues to expand • We want your feedback • E-mail me (DunnA@aetna.com) • Fill out the survey

  5. Underwriting and Sales Support New Business Worksite • Meant to replace the Shared folders • Help resolve server issues • Same file setup as shared drive • Folders by region • Provides better file management (users can see when file has been last updated and by whom) • Users can set up alerts to be notified when changes occur • Open all new opportunities in Sharepoint starting February 1. • Existing cases will remain on the Shared drive until complete

  6. Training: UW & SS

  7. Tips on using Sharepoint • Sharepoint is accessible through the Xtranet. View the corresponding instructions. • To download multiple files, work in Windows Explorer • Map network drives by opening Windows Explorer and selecting Tools > Map Network Drive. Paste in the following address for the Presentation Builder: http://midp-wss-002/sites/AGBLibrary/default.aspx • Repeat the instructions above but paste in the following address for the UW & SS site:http://midp-wss-002/sites/AGBLibrary/UWSalesSupport/default.aspx • Highlight, drag, and drop files into the appropriate folder on your hard drive.

  8. Tips on using Sharepoint • When creating/uploading folders or files to the UW & SS site, avoid special characters in the names: • No spaces, use underscore instead • No punctuation • No special characters like % or $ • Examples: • Bad file name: New Opportunity $1 million.doc • Good file name: New_Opportunity_1million.doc

  9. Questions? • Feel free to contact me if you have any questions about using Sharepoint. • DunnA@aetna.com • 215-679-8031

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