Setup Help Topics

| - User Setup)
- User Preferences
- User Accounts
- New User Creation
- User Groups
- Resource Management
- Change Password
- User Rights Templates
- Installations
- Record Sharing - Office Setup)
- Office Settings
- Enterprise Office Hierarchy
- Enterprise View - Filters, Template Administration, and Call Scripts) SmartOffice offers the ability to perform data mining at a very sophisticated level. Filters allow the user to find much needed data quickly and easily with the ability to produce reports and calculations based on those findings. Sets allow the user to build a group of contacts that can be referred to quickly and easily for the purposes of sending correspondence or creating reports. - Filters
- Template Administration
- Call Scripts - Excel Templates and Reports Packaging)
- Reports Packaging
- Analytic (Excel) Reports
- PDF Reports - Module Setups)
- Integration User Setup
- Recruiting Setup
- Wholesaler Setup
- Opportunity Setup
- Policy/Case Setup
- Commissions Setup | - SmartOffice Mobile PC and PDA)
- SmartOffice Mobile PC - Introduction
- SmartOffice Mobile PC - Installation
- SmartOffice Mobile PC - Sync Setup
- SmartOffice Mobile PC - View and Manage Information
- SmartOffice Mobile PC - Other Features
- SmartOffice Mobile PC - Set-based Synchronization
- PDA Setup
- Sync PDA
- SmartOffice Mobile for Palm and Pocket PC Installation - SmartPDA)
- SmartPDA
- SmartPDA Access to SmartOffice
- SmartPDA Calendar
- SmartPDA Contacts
- SmartPDA Households
- SmartPDA Advisors/Agencies
- SmartPDA Producer/Firm
- SmartPDA Pending Cases
- SmartPDA Leads
- SmartPDA Opportunities
- SmartPDA Alert Center - E-mail Posting - Outlook E-mail Posting - Integrations) See Integrations.

• User/Office Security) Security within SmartOffice is used to control how the office and its users function within the application. SmartOffice security is broken down into the Office Settings and User Accounts categories. The Administrator for the office manages the office security, office posting behaviors, user creation default settings, user visibility, and user rights for its users. Each user then defines their preferences. In order to make any of the user security changes effective for the user, make certain that the user is logged out while the changes are made, or simply advise the user to log out and log back in to apply the new changes to the user security. - SmartSecurity - Security Overview - Security Features - Corporate Office Security Setup - Individual Office Security Setup - Corporate Office Security Operation - Individual Office Security Operation - Integration Sign-in Code | - Administration Course - Mobile Solutions Course |