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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)
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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) • ftp://64.34.162.102/http_files/WebClientPart1.pptx • ftp://64.34.162.102/http_files/WebClientPart2.pptx
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
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
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)
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
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Two Types of Preparer Rights Preparer with Organizational Rights Preparer without Organizational Rights
Web Client: Web Site Manager Changing User Profile
Web Client: Web Site Manager Changing User Profile
Web Client: Web Site Manager Changing User Profile
Web Client: Web Site Manager Changing User Profile
Web Client: Web Site Manager Changing User Profile
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize the look of the Web site
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments
Web Client: Web Site Manager Customize e-mail notifications and attachments