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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 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

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  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

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