Creating a New Client Workbook |
The first screen you see after starting the System is the is the home screen (shown below):
The home screen has several useful options, but for now, let's look at the selection shown, Illustration Menu. After choosing the concept you want to illustrate, you will need to select a stored policy data or create new policy data. Next, follow the prompts within each section. When finished with your input, enter a Storage name for the illustration and a Workbook name. The storage name will help you identify this illustration in the list of Stored Illustrations. We suggest the clients' name(s) for the workbook description field. (This allows you to filter and sort by workbook in Stored Illustrations. If you plan to review your clients' situation from time to time, you may want to add a date to the description as well. After clicking the Save button, you will be taken directly to Stored Illustrations.
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