Versions Compared

Old Version 11

changes.mady.by.user Gints Vaskums

Saved on

compared with

New Version 12

changes.mady.by.user Gints Vaskums

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Rw ui steps macro
Rw step

Click Starting Point.

Image RemovedImage Added
Rw step

On the next screen, click the SubPay-AnnuityNet tiletile.

Rw step

Select Existing Client.

Note: If you select New Client, then select a record and click the account or click New Client Subfolder.

Rw step

Search for the existing Client.

Rw step

Select a Vendor.

Note: Some clients will have different carriers forSubPay versus a new account with two separate processes

correspondingly

.

Rw step

Select:

  • State

  • Product Type

  • Product Name

  • Registration Type

  • Account Option(s)

Image Modified

Rw step

Review the Summary and click Create Work Item.

Note: Firms may have proprietary and carrier forms that they want to include with every SubPay.Click Add to attach the required proprietary forms if they are not attached by default.

Rw step

In the Forms view, click the Save icon.

Rw step

Fill out the fields of the Form.

Note: Red fields are required, and yellow are optional.

Rw step

Click the Launch AnnuityNet SubPay button.

Image RemovedImage Added
Rw step

The system opens the SubPay wizard. Fill out the required fields.

...