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AMS360, ImageRight & BenefitPoint

  • Ams360, ImageRight & BenefitPoint Forms
    • AMS360 – Parent Company Request Form
    • AMS360 – User Access Request Form
    • AMS360 – Writing Company Request Form
    • BenefitPoint User Access Request Form
    • Global Change Request Form – Division / Department Code
    • Global Change Request Form – Producer Code
    • Global Change Request Form – Servicer Code
    • ImageRight Groups & Roles Access Request Form
  • Document Management System
    • ImageRight Tips and How Tos
      • Check Image Conversaion Quality settings to speed up document import
      • Clear Selection Option in Manual Routed Tasks
      • Deleting Unwanted Images
      • Diary Flow and Diary Step
      • Email Multiple Document as Individual Email Attachment
      • File Open Dialog Box Modal
      • How to Create a Copy Linked File
      • How to Create an ImageRight Folder Notes
      • How to Create ImageRight Market Folders
      • How to Fax from ImageRight Desktop
      • How to Import New Word Document into IR – Shortcut
      • How to Open a New Window Viewer
      • ImageRight – Send to Directory
      • ImageRight Tips & Tricks Sending Attachments
      • Impact to IR Client File when Sagitta Client Code is Changed
      • Import Selection Fields
      • Imported Email contains Miniscule Size Text – Defect
      • IR Question “Workflow Step to the Next”
      • IR Quick Import Toolbar – Floating vs. Anchored
      • Repeating Annotation on a Page
      • Update Multiple Folders/Files without exiting the Information Update (F2) Screen
      • View Multiple Documents from Different Folder Concurrently
      • View Page show Red X – Defect
      • View Task Notes attached to Completed Tasks
      • What does the different color in “To Do List” mean?
      • Workflow Deadline Issue with Manually Routed Tasks – Defect
      • WorkSmart (IR) Deleted & Cut Content – Difference
      • WorkSmart Account Locked
    • Payee & Insurer Management File Structure (2013)
      • Insurer File Structure
      • Payee File Structure
    • Training and Reference Documents
      • Accounting Discrepancy Workflow
      • Atlas file Structure – Accounting
      • Check Handling – Mailroom Accounting Operations
      • Mailroom Procedures
      • Scanned Documents in WorkSmart
    • User Training Guides
      • File Retrieval Handout v.5
      • Migration Handout v.5
      • Quick Start Handout v.6
      • Quick Tip on Faxing
      • Workflow Handout v.6.0
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