www.sungard.com/reliusgovernmentforms 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 Slide 2
Web Client: Web Site Manager Welcome! Tom Hunsinger 800-326-7235
#4006# [email protected] Please mute your phones (*6 on
your telephone) ftp://64.34.162.102/http_files/WebClientPart1.pptx
ftp://64.34.162.102/http_files/WebClientPart2.pptx Slide 3 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) 326-7235 ext 5890 Slide 4 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 E-mail 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 Slide 5
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) Slide 6 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 e-mail 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 Slide 7
Web Client: Web Site Manager Customize the look of the Web site
Slide 8 Web Client: Web Site Manager Two Types of Preparer Rights
Preparer without Organizational Rights Preparer with Organizational
Rights Slide 9 Web Client: Web Site Manager Changing User Profile
Slide 10 Web Client: Web Site Manager Changing User Profile Slide
11 Web Client: Web Site Manager Changing User Profile Slide 12 Web
Client: Web Site Manager Changing User Profile Slide 13 Web Client:
Web Site Manager Changing User Profile Slide 14 Web Client: Web
Site Manager Customize the look of the Web site Slide 15 Web
Client: Web Site Manager Customize the look of the Web site Slide
16 Web Client: Web Site Manager Customize the look of the Web site
Slide 17 Web Client: Web Site Manager Customize the look of the Web
site Slide 18 Web Client: Web Site Manager Customize the look of
the Web site Slide 19 Web Client: Web Site Manager Customize the
look of the Web site Slide 20 Web Client: Web Site Manager
Customize the look of the Web site Slide 21 Web Client: Web Site
Manager Customize the look of the Web site Slide 22 Web Client: Web
Site Manager Customize the look of the Web site Slide 23 Web
Client: Web Site Manager Customize the look of the Web site Slide
24 Web Client: Web Site Manager Customize the look of the Web site
Slide 25 Web Client: Web Site Manager Customize the look of the Web
site Slide 26 Web Client: Web Site Manager Customize the look of
the Web site Slide 27 Web Client: Web Site Manager Customize the
look of the Web site Slide 28 Web Client: Web Site Manager
Customize the look of the Web site Slide 29 Web Client: Web Site
Manager Customize the look of the Web site Slide 30 Web Client: Web
Site Manager Customize the look of the Web site Slide 31 Web
Client: Web Site Manager Customize the look of the Web site Slide
32 Web Client: Web Site Manager Customize the look of the Web site
Slide 33 Web Client: Web Site Manager Customize the look of the Web
site Slide 34 Web Client: Web Site Manager Customize the look of
the Web site Slide 35 Web Client: Web Site Manager Customize e-mail
notifications and attachments Slide 36 Web Client: Web Site Manager
Customize e-mail notifications and attachments Slide 37 Web Client:
Web Site Manager Customize e-mail notifications and attachments
Slide 38 Web Client: Web Site Manager Customize e-mail
notifications and attachments Slide 39 Web Client: Web Site Manager
Customize e-mail notifications and attachments Slide 40 Web Client:
Web Site Manager Customize e-mail notifications and attachments
Slide 41 Web Client: Web Site Manager Customize e-mail
notifications and attachments Slide 42 Web Client: Web Site Manager
Customize e-mail notifications and attachments Slide 43 Web Client:
Web Site Manager Customize e-mail notifications and attachments
Slide 44 Web Client: Web Site Manager Customize e-mail
notifications and attachments Slide 45 Web Client: Web Site Manager
Customize e-mail notifications and attachments Slide 46 Web Client:
Web Site Manager Customize e-mail notifications and attachments
Slide 47 Web Client: Web Site Manager Customize e-mail
notifications and attachments Slide 48 Web Client: Web Site Manager
Customize e-mail notifications and attachments Slide 49 Web Client:
Web Site Manager Customize e-mail notifications and attachments
Slide 50 Web Client: Web Site Manager Customize e-mail
notifications and attachments Slide 51 Web Client: Web Site Manager
Customize e-mail notifications and attachments Slide 52 Web Client:
Web Site Manager Customize e-mail notifications and attachments
Slide 53 Web Client: Web Site Manager Customize e-mail
notifications and attachments Slide 54 Web Client: Web Site Manager
Manage planbooks, clients and preparers Slide 55 Web Client: Web
Site Manager Manage planbooks, clients and preparers Slide 56 Web
Client: Web Site Manager Manage planbooks, clients and preparers
Slide 57 Web Client: Web Site Manager Manage planbooks, clients and
preparers Slide 58 Web Client: Web Site Manager Manage planbooks,
clients and preparers Slide 59 Web Client: Web Site Manager Manage
planbooks, clients and preparers Slide 60 Web Client: Web Site
Manager Manage planbooks, clients and preparers Slide 61 Web
Client: Web Site Manager Manage planbooks, clients and preparers
Slide 62 Web Client: Web Site Manager Manage planbooks, clients and
preparers Slide 63 Web Client: Web Site Manager Manage planbooks,
clients and preparers Slide 64 Web Client: Web Site Manager
Question & Answer Period
