Applied Systems has attempted to provide the most complete instructions and step-by-step procedures as possible; however, there is no way to cover every possible system setup. Be sure to read each section that applies to your system thoroughly before running a procedure contained within that section. If you encounter a problem not addressed in this guide, please call the Applied Systems' Implementation Department at 800-999-5368.
To ensure that the most updated possible information is available to you; this CD is equipped with a live update feature. Users can elect to connect to the Internet to access the most recent versions of these documents. New documents will be added to the web site as they are created. If this CD is used on a station that does not have Internet access, this feature is not available. Users may choose to work directly from the CD (off-line) for faster performance.
This CD is divided into the following sections:
How to use the Documentation CD | WinReports Update |
TAM Version 6.2.0 Installation Guide | Troubleshooting Guide |
Running The Agency Manager V6.2.0 | Agency Interface Manual and Addendum |
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Network Setup
- Introduction to NetWare 3.1x/3.2 and TAM
- Important Notes about Novell Search Mappings
- Creating Network Users (Login Names)
- Setting Up Groups
- System Login Script
- Set Up Novell Network Printers on NetWare 3.x
- Introduction to NetWare 4.1x
- Windows NT Server 3.51 Standard Network Configuration
- Windows NT Server 4.0 Standard Network Configuration
Software Installation
Text/Alpha to Numeric Report Utility
Workstation Setup
- Configuring Windows 95/98 stations for Use with The Agency Manager on a NetWare Network
- CONFIG.SYS Recommendations and Modification Instructions for Windows 95/98 Workstations
- Configuring NT Workstations for Use with The Agency Manager
- Recommendations and Modification Instructions for Windows NT Workstations
- Workstation Integration Installation
- Workstation Setup (WTAMSETP)
- ASUPDATE
- Windows 95/98 Workstation Printer Installation
- NT Workstation Printer Installation
- Sharing Windows NT Server Printers
- Creating a Desktop Shortcut for The Agency Manager
- Creating a Desktop Shortcut to WUNLOCK for Key Users of The Agency Manager
- Creating a Desktop Shortcut to Startup for Key Users of The Agency Manager
- WUNLOCK (Unlock Program)
- Terminal Install for Microsoft Systems
- Terminal Install for NetWare 3.12
- Configuring DOSTAM through Terminal Install
(This section contains additional documents for users upgrading to Version 6.2.0.
These documents are marked with a�)
- 32-Bit Home Base
- CONFIG.SYS Recommendations and Modification Instructions for Windows 95/98 Workstations
- Recommendations and Modification Instructions for Windows NT Workstations
- Text/Alpha to Numeric Report Utility �
- V6.2.0 Upgrade Forms Utilities �
- Installing The Agency Manager CD - Version 6.2.0
- Workstation Integration Installation
- Workstation Setup (WTAMSETP)
- ASUPDATE
- WUNLOCK
- Night Processing / Night Utilities
- ACORD Forms
- Special Option for ACORD 90 MA (1/95)
- Business Owners Policy Application
- Business Owners Policy Application Integration
- BOP Integration to Certificate of Liability
- Print Changes for the BOP Application �
- Certificate of Liability (Simplified) Disclaimer Page Suppression
- Property Application
- Property Application Integration to Other Forms
- CATGRYUP.EXE Utility
- Forms Transfer
- Electronic Forms Transfer
- Installing ChoicePoint Integration
- Interactive Interface
- SettingUpADR.htm
- Ordering and Retrieving MVRs
- Queuing MVRs
- Applied Systems 32-Bit Imaging
- @vantage Integration with The Agency Manager Workflow: Sending a Fax
- Word 97 Features
- Office 97: Formletters, Proposals, Surveys and the TAM/Word Interface
- Using the Word 97 Envelopes and Labels Wizard with TAM Documents
- Converting Editor Documents to Word 6.0 Format �
- Converting Editor Documents to Word 97 format �
- Converting Word 6 Documents to Word 97 Format �
- Extended MAPI Integration
- 32-Bit WinReports Features and Improvements �
- 32-Bit Receptionist
- Using 32-Bit WinReports
- Change Area Code Utility
- Version 6.2.0 Enhancements, Fixes and Changes �
- Agency Interface Manual Overview
- Agency File
- Company File
- Initial Load
- Download
- Suspense File
- Upload
- Batch Transmissions
- Communication Log
- Print Forms Received
- Interactive Interface
- Driver Services
- Utilities
- Setup Forms
- State Specific Auto Applications
- Troubleshooting IVANS Transfer Manager
- Frequently Asked Questions
- Terminology
Agency Interface Manual Addendum
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