Www.sungard.com/reliusgovernmentforms RELIUS GOVERNMENT FORMS ©2009 SunGard. Trademark Information: SunGard, the SunGard logo, and Relius are trademarks.

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Presentation transcript:

RELIUS GOVERNMENT FORMS ©2009 SunGard. Trademark Information: SunGard, the SunGard logo, and Relius are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. 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  #4006#   Please mute your phones (*6 on your telephone)  ftp:// /http_files/WebClientPart1.pptx  ftp:// /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) 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 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)

 Header  Adding Images  Login/Logout Page  Home Page  Print Instructions  Tech Support Instructions  Footer Web Client: Web Site Manager What will be covered in this presentation:  Configure Web site  Customize the look of the Web site  Customize 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 without Organizational Rights Preparer with 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 notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Customize notifications and attachments

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Manage planbooks, clients and preparers

Web Client: Web Site Manager Question & Answer Period