The System Toolbar

The main toolbar allows you to quickly access features or areas of the System by a simple click of a button. You will notice the toolbar icons will change to reflect the features available within different sections of the System.

The Print Preview button displays on screen the reports you have selected. To change your report selections, go to the Report Selections section.

The Print button takes you to the Print Options view from which you can print the current proposal or an entire Workbook of proposals.

The Cancel button cancels any changes you made and exits you out of editing or viewing the selected proposal.

The Done button saves any changes you made and exits you out of editing or viewing the selected proposal.

The Stored Illustrations toolbar allows you to quickly access features by a simple click of a button. You will notice the toolbar icons will change to reflect the features available within different sections of the System.

The Edit button allows you to edit the selected illustration.

The Copy button allows you to copy highlighted data and retain the data in the Window’s Clipboard for use with the Paste button.

The Print button takes you to the Print Options section  from which you can print the current proposal or an entire Workbook of proposals.

The Delete button allows you to delete the selected illustration or multiple illustrations.

The more button allows you to import and export client workbooks.

The Policy Data toolbar allows you to quickly access features by a simple click of a button.

The Delete Multiple button allows you to delete the selected policy data or multiple policy data.

The Import button allows you to import policy data.

The Export button allows you to export policy data.