Portal Configuration

This function is accessed via Utilities: Portal Configuration. It allows your company to add news articles, FAQ (Frequently Asked Questions) contact information and documents that can be made available to your employees, agencies or consumers. This Help File contains the following information:

• Editing Article Types and Adding Articles
• FAQ Configuration
• Contact Configuration
• Documents Configuration

Editing Article Types

It is probably best if you first set up your article types.

• Select the group you wish to include for the Article Type. From the Article Configuration tab:
• Click Edit Article Types.
• Next, select Add Article Type.
• Description: Enter a brief name for the article's type (e.g., Company News, Agency News, Consumer News).
• Click Save. This places the Article Type in the Grid View. You can edit it by selecting the Pencil icon or delete it by clicking the red X. If deleting, a warning is returned: "Are you sure you want to delete the Article Type (Name of Article Type> and All Articles associated with it? Do you wish to continue?" Cancel to retain the Article Type or Continue to delete it.
• Select Return to Articles.

On the Articles Configuration screen, the article will now appear in the Article Type combo box.

Adding an Article

From the Articles Configuration screen:

• Route: Select the group you wish to view the article.
• Article Type: Select from the combo box your article type.
• Click Add Article.

Once the Add Article screen is shown:

• Title: Enter the title.
• Type: This defaults from the selection you made previously; can be changed.
• Effective / Expiration Date: Enter the date you wish to have the article start to appear / end; format MM/DD/YYYY.
• Priority: Select from the combo box (e.g., High, medium or low.)
• States to which this Applies: Place a check in each state you wish to display this article.
• Content: Choose the style (e.g., Heading 1, 2, 3 Normal, etc.), the font type and size as well as some other options (Bold, italicize, etc) and a color if you wish. Enter your article in the text box at the bottom of the screen.
• Save: Select when finished. This places the article in the Article Grid View.

You can edit it by selecting the Pencil icon or delete it by clicking the red X.  If deleting, a warning is returned: "Are you sure you want to delete <Name of Article>? Do you wish to continue?" Cancel to retain the Category or Continue to delete it.

FAQ Configuration

Before any FAQ items can be entered, you first need to set up different categories. From the FAQ Configuration tab:

• Choose the Portal where the Category Questions will be shown.
• Select Add Category.
• Category Name: Enter a unique, recognizable name (e.g., Policy Processing, Claims, Billing, etc.)
• Click Save Category. The Category is displayed in the Category Grid View.

You can edit the Category by selecting the Pencil icon or delete it by clicking the red X. If deleting, a warning is returned: "Are you sure you want to permanently delete Category <Name of Category> and all of its' questions ? Do you wish to continue?" Cancel to retain the Category or Continue to delete it.

Adding a Question

To add a question, click the Pencil icon next to the Category:

• Choose Add Question.
• Question Text Box: Enter the question.
• Answer Text Box: Enter the answer.
• When done, click Save Question. The Question / Answer are displayed in the Grid View.

You can edit the Question / Answer by selecting the Pencil icon or delete it by clicking the red X. If deleting, a warning is returned: "Are you sure you want to permanently delete the question <Name of Question>?  Do you wish to continue?" Cancel to retain the Question / Answer or Continue to delete it.

FAQ information can be viewed on the Agency Web by selecting Resources / FAQ.

Contact Configuration

Agents can access contacts within the Company by accessing the Contact Us button on the Agency Portal. From the Contact Configuration tab:

• Choose the Portal where the Contact information will be shown.
• Click Add Department.
• Department: Enter the department's name (e.g., Underwriting, Claims, Accounting).
• Agency Specific: Optional. A pop up message can be displayed: "Optional - Only select Agency if this department should only show for that agency."
• Click Add Phone.
• Next, enter a Phone Description and the Phone Number. (e.g., Department Phone, Fax).
• Click Save. The phone / number are displayed in the Grid View.

Add a Contact

Once you have added phones, you can set up contacts within a department. From the Department page:

• Click the Department.
• Select the Contacts tab.
• Select Add Contact.
• First / Last Name: Enter.
• Title / Email:  Enter.
• Agency Specific Contact: Optional. A pop up message can be displayed: "Optional - Only select Agency if this department should only show for that agency."
• Phone Tab: If you wish to add a phone number specific to that person, select the Phone Tab, then Add Phone. Enter a Description / Phone Number.
• Click Save.
• Click Save again to save the contact's information, then select Save once again to bring you to the Department page.

Departments, phone numbers and contacts can be edited using the Pencil icon or deleted by selecting the  red X next to the item. You will receive a warning prior to deleting the item. Click Continue to deleted the item.

Documents Configuration

This allows employee users to add manuals and / or documents to their Agency Web without assistance from Insuresoft personnel. Types of manuals might include a state's most current Auto Manual, ACORD forms or a state's most current Underwriting Guidelines.

First add a category and select your company from the Display Categories and Documents combo:

• Click New (opposite the Sort Type column).

• Description: Enter a brief narrative for the category (e.g., ACORD Forms).

• Table Order: Enter a number or, if categories already exist, use the up or down arrows to place the category in the order in which it should appear.

• Sort By: Select Sort by Title Ascending or Sort by Upload Date Descending.

• Update: Click the Update link. This adds the category to your Document Library.

Once categories are established, these are written to the Document Category table.

Editing / Deleting Categories

Categories can be edited and / or deleted.

• Highlighting the category and clicking Edit allows you to change the selected category's description, order and sort type. When finished, clicking Update saves the changes.
• Highlighting the category and clicking Delete allows you to remove the selected category AND all documents within that category; use caution! When deleting a category, Diamond returns a validation: "Delete this document category (and all associated documents?" Answering Yes removes the category and ALL corresponding documents.

Adding Documents (Files) to a Category

Once categories are added, you can then add documents to each category. In the upper part of the screen:

• Highlight the category you are adding documents or manuals to.
• In the Available Documents section, click the New link (opposite the Active column).
• When the Upload New Documents screen displays, click Browse.
• Highlight the document, and select Open.
• When the Upload New Documents screen returns, click Upload. This places the document in the selected category and displays its title, file name / size, date uploaded and status.

Note: If the file selected is not correct, click Remove prior to Upload.

• You can also add multiple documents (files) to a category at one time by clicking the Add button. This opens a dialogue for selection of another file. Once you have found the files you wish to add, simply click Upload to add them to your selected category.

Documents added are stored in the Documents table.

Editing / Viewing / Deleting Documents

Documents can also be edited (to some extent) and deleted.

• When editing a document, only the Title can be edited. Select the Title, and click Edit, make your changes, then click Update.
• If you want to look at the contents of the document, click View, then Open to see the contents of the document.
• To remove a document from a category, click Delete opposite the document. Answer OK to the question:"Delete document?" The document is removed from the Data Grid.

Documents can be found on the Agency Web Portal by selecting Resources / Library on the main menu.

• Click the arrow next to the company to open your categories.
• Select a category; all forms listed in the category are displayed.
• Select the form, and click Open.