user manual Product Illustration and Marketing Software DInamic Foundation LifeDesigns Product Illustration and Marketing Software DI 1263 11-15 For producer use only. Not for use with clients.
installation and training manual Ameritas Proprietary and Confidential Ameritas Life Insurance Corp. has prepared this manual for use by its agents and employees. This manual contains proprietary and confidential information of Ameritas Life Insurance Corp. and shall not be copied, reproduced, disclosed, or otherwise made available to any other person or organization, or reduced to any electronic or machine-readable form, either in whole or in part, without prior written approval from Ameritas Life Insurance Corp. This manual is designed to provide accurate and authoritative information in regard to the subject matters covered. It is distributed with the understanding that Ameritas Life Insurance Corp. is not herein engaged in rendering legal or tax advice. If such advice is required, the services of a competent professional should be sought. For Producer Use Only. Not for use with clients.
table of contents before you begin....................................... 4 Decisions to make before installation........................... 4 Installation Requirements for Shared Database and Workstation Installations................................. 4 Starting the Installation..................................... 5 stand-alone (desktop) installation....................... 6 network (shared database) installation................... 9 Overview............................................... 9 Two Installation Types...................................... 9 Starting the Installation..................................... 9 Database Server Installation.................................10 Desktop Installation Using MSDE Database......................13 setting up and getting started...........................14 Creating an Agent ID and Password...........................14 Logging In and Out......................................16 Using the Home Page......................................17 Basic Navigation.........................................17 Setting Agent Preferences..................................18 System Updates Stand Alone Desktop Install.....................19 System Updates Network Install..............................19 working with client and cases.......................... 20 Accessing Clients and Cases............................... 20 Creating a Client..........................................21 Creating Product Illustrations............................... 22 Copying a Client......................................... 23 Modifying a Client........................................ 23 Displaying Cases for a Client.................................24 Exporting and Importing Clients and Cases......................24 Working with Multiple Clients................................ 26 creating an illustration................................ 27 Starting the Illustration.................................... 27 To start an illustration from the Main Menu:.................... 27 Using the Product Illustrations screen........................ 28 To select Product Illustration options:........................ 29 To select the Riders Page:.................................31 Business Owner Income Enhancer........................... 30 Modifying an Illustration................................... 32 Selecting Reports........................................ 32 Creating a Group........................................ 33 Composite Reports..................................... 34 Automated Summary Illustration (Good, Better, Best).............. 34 Previewing the Report.................................... 35 Viewing Reports......................................... 37 Previewing the Illustration.................................. 37 For Producer Use Only. Not for use with clients. 3
before you begin This section introduces you to the requirements and concepts that you need to know before starting a Life Designs installation. Decisions to make before installation Before you begin installing Life Designs, you must decide between the two types of installation you want to perform and understand what is involved in each type: Standard Desktop Installations: This installation is for users who want to be able to run Life Designs as a stand-alone program on their computers. Standard Desktop Installations install the full software on your computer s desktop and creates unique local databases that are used only by your desktop installation. Shared Database Installations (Network Install): If you want users to run Life Designs using a shared database, you need to perform a shared database installation. There are TWO installations to be performed. You must install the Database Server in order to set up the shared databases. Then, you must install the MSDE Database for each workstation that will be running Life Designs from the networked system. Each installed workstation shares the same database using this option. Once you have performed this type of installation, you must work exclusively with data in your own databases; however, data can still be shared by exporting and importing clients and cases within Life Designs. Please make sure that you have met the following requirements before beginning installation. Important! The MSDE Server should be a Pentium III or higher 400 MHZ, with at least 512MB memory and at least 340MB of hard disk space available. Installation Requirements for Shared Database and Workstation Installations Operating System: You must be running one of the following operating systems in order to perform an installation: Microsoft Windows Vista Microsoft Windows 7 Microsoft Windows 8 Microsoft Windows 10 Browser: Microsoft Internet Explorer, v.7.0 or higher Hardware: Intel Pentium Core Duo Processor or equivalent, Standard Desktop Installations should have 250MB of available hard disk space for a typical installation to accommodate the software plus the database. Security: Users MUST have Administrative rights to the complete Life Designs Desktop install. Components: MSDE Server should have Microsoft Data Access Components (MDAC) v.2.8 or higher. For producer use only. Not for use with clients. 4
Starting the Installation Regardless of which installation type you plan to perform (Desktop or Network Install), you always start the installation in the same way. Log on to Producer Workbench. Once in Producer Workbench go to Selling & New Business > Create an Illustration > Software Downloads, then click Download LifeDesigns now >> and click Run. For producer use only. Not for use with clients. 5
stand-alone (desktop) installation This screen asks you to select the installation type that you want to do. When you click any of the options, the description on the right side changes to remind you of what each option can do. Click Next. Choose standard desktop installation and click Next. For producer use only. Not for use with clients. 6
The Life Designs system will automatically install to the C:\Program Files(x86)\LPES directory. If you wish to change where the program is installed, click Change... Otherwise, click Next. To proceed with the Installation, click Install. For producer use only. Not for use with clients. 7
The software will begin to install, upon completion, click Finish. Click the icon on your desktop to access the program. Please see the Setting Up and Getting Started section for further instruction on operating the illustration system. For producer use only. Not for use with clients. 8
Important! Once you have performed this type of installation you must work exclusively with data from the shared database. If you need to share data with stand-alone Life Designs system, however, this can be done by exporting and importing clients and cases within the system. Important! When performing a Database Server installation, you must have exclusive access to the database. This means that you must ensure that no other workstation users are running Life Designs while you are performing this installation. network (shared database) installation In this chapter, you will learn how to install Life Designs to a shared machine and to workstations connected to that machine. This type of installation is best for users who plan to use Life Designs when their computers are connected to a network. Overview The shared database installation puts a complete copy of the Life Designs software on a network. The databases are shared by all users of the shared database Life Designs software. Two Installation Types For a shared database, there are two specific types of installation that must be performed before Life Designs can be used: Database Server Installation: You need to install the Database Server. The Database Server installation loads the Life Designs desktop to the server and allows other computers to use the MSDE database. Desktop using MSDE Shared Database: Once the shared database installations are complete, you need to perform this final installation on EVERY workstation that will be running Life Designs. In order to ensure that your workstations are able to communicate with the MSDE database, you will need to know the machine name of the MSDE database server in order to complete this installation. Starting the Installation Regardless of which installation type you plan to perform (Desktop or Network Install), you always start the installation in the same way. Log on to Producer Workbench. Once in Producer Workbench go to Selling & New Business > Create an Illustration > Software Downloads, then click Download LifeDesigns now >> and click Run. For producer use only. Not for use with clients. 9
Click Next. Database Server Installation Remember that you must perform a Database Server Installation whenever you install a new version of Life Designs. This installation must be performed prior to performing the MSDE Desktop Installation. Also: You must run this installation from the database server machine. When performing a Database Server installation, you must have exclusive access to the database. This means that you must ensure that NO OTHER WORKSTATION USERS ARE RUNNING Life Designs while you are performing this installation. The following screen lets you select the appropriate type of installation for your computer. Notice that the Description to the right summarizes the purpose of this type of installation. Important! Be sure to perform these installations in the order they are presented in these instructions. For producer use only. Not for use with clients. 10
Choose Database Server Installation and click Next. Note: It is important to remember this location. You will need the information later. The system automatically defaults to a Destination Folder. To change this folder click Change... Click Next to accept the default destination. For producer use only. Not for use with clients. 11
This screen lets you review your selections prior to starting the installation. To change the Setup Type, click the Back button to return to the appropriate screen, make your changes, and then proceed with the installation. When the options are correct on this screen, click Install to begin installing the software and databases onto your computer. Note: If, after completing the installation, you are prompted to re-boot the computer, you should re-boot prior to attempting to run the Life Designs software. This will take about 15 minutes to install the system and the shared databases. INSTALLATION TO THE SERVER IS COMPLETE. YOU NOW NEED TO INSTALL THE SYSTEM ON EACH OF THE WORKSTATIONS. For producer use only. Not for use with clients. 12
Desktop Installation Using MSDE Database Run the Life Designs install file, lpes.exe, which was previously downloaded. Click Next. Choose Desktop using MSDE Shared Database. Click Next. For producer use only. Not for use with clients. 13
You must enter the machine name of the server on which the software was installed during the Database Server Installation using the format shown: Note: If no databases are found, an error message will appear. You must enter the correct location the databases were installed to during the Database Server Installation. After the Server information is entered, click Next. The system will look for the databases and connect. The software will begin to install, upon completion, click Finish. setting up and getting started Creating an Agent ID and Password The first time you use Life Designs, you must create your own unique Agent ID. This is done from the login screen, which is displayed when you first start Life Designs. For producer use only. Not for use with clients. 14
Note: At this time a password is not required and not recommended. To create an Agent ID: 1. Select (New Agent) from the Agent drop-down box. 2. Click Start > to display the Agent Information screen. Enter the agent s first and last name. For producer use only. Not for use with clients. 15
Warning: If you assign a password to an Agent file you must maintain the password. The home office does not have the ability to reset a password if forgotten. In the event that you forget the password all clients and cases for that agent will be lost. A password is not required at this time and not recommended. But if you wish to set up a password you would input it on this screen. You will need an access code to open your system. The Access Code is located on Producer Workbench > Selling & New Business > Create an Illustration > Software Downloads. Enter the new sales access code found in the Life Designs section. You will need to input your address, city, state, ZIP code and phone number. When done, click Return to display the LifeDesigns main menu. Logging In and Out After setting up a User ID, you will be logged in to LifeDesigns. If you are logging in to an agent that already exists follow: To log in. If you are in one agent and want to switch to another agent follow: To log out. We recommend logging out before closing the software. To log in: 1. On the Login screen, select your Agent Name. 2. Click Start. To log out: After you log in, a Logout command is located in the lower left corner of all screens. When you complete a session with LifeDesigns, be sure to log out by clicking the Logout command. This ensures that your session is closed. Upon selection of Logout, the LifeDesigns Login screen is displayed. For producer use only. Not for use with clients. 16
Using the Home Page The Home Page is the first page you see after logging in, and it is the point from which you can navigate to any LifeDesigns feature. There are two main parts to this screen: The shaded area to the left is called the Vertical Navigation Bar. This bar is present no matter where you are working in the system. It provides access to all logical features, changing as required to ensure that you can easily navigate to whatever you need to do. The items showing a right-facing triangle provide a sub-menu of options when you click them. Notice that the Vertical Navigation Bar always provides access to the Logout and Help links, and it also shows the database and system version numbers, which you may need to identify in the event that you contact Customer Support. The area to the right is called the Main Menu. This menu shows the main system options. Basic Navigation In addition to the Main Menu and the Vertical Navigation Bar, you can quickly navigate the system using the customized toolbar (sometimes referred to as the Horizontal Navigation Bar) that appears at the top of many screens. For producer use only. Not for use with clients. 17
The navigation options vary from screen to screen. In the above figure, the options allow you to Return to the previously-displayed screen, Cancel the operation, Pg Jmp to a specific screen, or display the Next screen. For a complete list of toolbar options, refer to the online help. As you work through this manual, you will find it easy to identify other navigation options in the system. Setting Agent Preferences Once an Agent ID has been created, there are many ways that the agent s access can be customized. This is done through Agent Preferences. This option allows you to set preferences and defaults for your system, customizing the system to your needs. The defaults are used whenever you create a new client or a new illustration. Of course, you can change these default settings at any time when you create a new illustration. To set agent preferences: From the Home Page screen s Vertical Navigation Bar, click on Agent Information. From the Agent Information screen s Vertical Navigation Bar, click Preferences to display the Agent Preferences screen. For producer use only. Not for use with clients. 18
System Updates Stand Alone Desktop Install Some updates to LifeDesigns can be received automatically. So, it is important to check periodically to see if an update is available. The following are the instructions for checking to see if an update is available. 1. Log into LifeDesigns. 2. Select System Update from the Home screen. 3. A small window will pop up to let you know that it is checking for updates. 4. An additional window will pop up to let you know if there are system updates or plan updates. Click OK. 5. If there is an update available one more message will ask if you want to upgrade now. Select Yes to update. Select No to update at a later time. System Updates Network Install The Network Server must be updated before the workstations are updated. 1. Login to Life Designs on the Network Server, click System Update and follow steps 2 through 5 shown above. 2. Login to Life Designs on each of the Workstations, click System Update and follow steps 2 through 5 shown above. For producer use only. Not for use with clients. 19
working with clients and cases Accessing Clients and Cases When you select Clients and Cases from the Main Menu or from the Vertical Navigation Bar, the Clients and Cases screen is displayed. This screen contains three main sections: Current Log In: Shows the agent who is currently logged into the system. By clicking on the agent s name, you can jump directly to the Agent Information screen, make any necessary changes, and use the Return button to jump back to Clients and Cases. Clients: The top box shows all clients who are currently in the system database. The menu to the right of the box offers a number of options that you can use relating to clients. Show Cases: When a client is selected, you can click this button to display all current cases for that client in the bottom box on the screen. The menu to the right of the box offers a number of options that you can use relating to cases. For producer use only. Not for use with clients. 20
Creating a Client As you will learn, LifeDesigns lets you create clients on the fly from various locations in the system. The primary method, however, is done from the Clients and Cases screen. To create a client from Clients and Cases: 1. From the menu on the right of the Clients and Cases screen, click New to display the Personal Information screen. 2. Enter the client s information on this screen. Italicized field names indicate that the information is required. 3. Use the Vertical Navigation Bar options, the Pg Jmp button, or the Next button to enter spouse, dependent, and financial information as needed. 4. When done, click Return to go back to Clients and Cases. For producer use only. Not for use with clients. 21
Creating Product Illustrations One way to create product illustrations is to do it from Clients and Cases. In this section, you will learn how to create an illustration. To create an illustration from Clients and Cases: 1. Select the client from the client list. 2. Click New in the bottom menu on the screen to display a pop-up menu. This menu provides an alternate access to major functions. It is also the only way to create a fast (basic) illustration. 3. Select either Basic DI Illustration or Illustration from this menu. While the Basic Illustration option creates a quick illustration, the Illustration option offers the option of Standard Illustrations, Advanced Underwriting, In-Force Illustrations, or Custom Templates. For producer use only. Not for use with clients. 22
Copying a Client Another way to create a new client is to copy an existing client. This feature is typically used when you want to retain historical records of a client s cases, but want to start work on new cases. To copy a client from the Clients and Cases screen: 1. Highlight the client that you want to copy. 2. From the menu on the right, select More > Copy Clients. The new client is displayed. At this point, you might want to make some modifications to the Client name or other information for either the original or the copy. This is covered in the Modifying a Client section. Modifying a Client Any time you want to make changes to client information, you use the Modify menu option. To modify a client: 1. Highlight the client to be modified. 2. In the menu at the right, select Modify to display the Personal Information screen. You can now modify any of the information on any of the sub-screens in this area of the system. For producer use only. Not for use with clients. 23
Displaying Cases for a Client You can view a list of cases for any listed client. Once displayed, you can perform any of the activities listed in the menu to the right of the list of cases on the screen. To display cases for a client: 1. Select the client from the client list. 2. Click Show Cases located between the two boxes on the screen. If any cases exist for the selected client, they appear in the lower box. Exporting and Importing Clients and Cases Exporting and importing is a method for backing up your data and restoring it if needed. A typical reason for using these features is to safeguard your data on a regular basis. You can choose to export just client information or clients and their cases. Another important use for these functions is that they provide the ability to transfer client and case data between systems. Once client and case data is exported to a file, it can easily be moved to another computer and accessed through the Import function. Exporting is done from the top menu on the Clients and Cases screen. Importing can be done from either menu. Note: To export multiple clients and cases see Working with Multiple Clients on Page 26. To export clients or clients and cases: 1. From the top menu, select More to display a sub-menu. 2. From the sub-menu, select either Export Clients or Export Clients and Cases. In either case, the Export File Name dialog box is displayed. 3. Select a folder that you want to use for backups. 4. Enter a unique file name for the exported file. 5. Click Save. The requested information is saved to the path that you have specified. For producer use only. Not for use with clients. 24
To import data: 1. From the top or bottom menu, select More to display a sub-menu. 2. From the sub-menu, select Import Clients and Cases. The Import File Name dialog box is displayed. 3. Select the file containing your exported data and then click Open. The requested information is now available from Clients and Cases. Note: If information already exists in the database, that information is preserved, and the imported information is added to it. To replace the existing database with a new one, you must delete the clients and cases before performing the import. For producer use only. Not for use with clients. 25
Working with Multiple Clients You can perform certain activities on multiple clients or cases at once. This is done through Multiple Selection. Choosing the Multiple Selection mode enables you to select clients and cases either individually or collectively to save time. This screen allows you to select multiple clients and perform the following functions: Delete clients and cases Copy clients and cases Import clients Import cases Export clients Export clients and their cases Print multiple cases Multiple selection functions such as copy, delete, import and export are straightforward. For additional help, please refer to the on-line help system. Printing of multiple illustrations is described below. To work with multiple clients: 1. From the Vertical Navigation Bar in Clients and Cases, select Clients and Cases Multiple Selection to display the Multiple Selection screen. 2. If you want to work with multiple cases for one client, select the client, and use the Show Cases button to display cases for that client. 3. Click the boxes to the left of each client and/or case that you want to select for a task. As you click, a check mark appears in the box. 4. Use the menu to the right of the clients or cases to select an action to perform. For producer use only. Not for use with clients. 26
creating an illustration Starting the Illustration Since the navigation is slightly different for each method, we will examine each one separately. To start an illustration from the Main Menu: From the Home page, click Clients and Cases. From the Clients and Cases screen, select your client, and then click New in the lower right shaded box. This displays a sub menu with the following options: Basic Illustration, Basic DI Illustration and Illustration. You have one of two choices to create a Product Illustration from the sub menu: Select Basic DI Illustration. This will take you directly to the screen which will produce a quick DI illustration. Select Illustration. This will offer more options, such as, Standard Illustrations, Advanced Underwriting, In-Force Illustrations, or Custom Templates. If you would like to use these options follow the steps for Using the Product Illustration screen. For producer use only. Not for use with clients. 27
Using the Product Illustrations screen The top portion of the Product Illustrations screen offers different illustration options. As you select an option, the bottom portion is automatically customized based upon your selection. And, as you select from the various options at the bottom of the screen, the other options are further customized. You can learn more about the customized options on this screen by using the on-line help. For producer use only. Not for use with clients. 28
To select Product Illustration options: 1. Select an option from the top portion of the screen. 2. Use the drop-down boxes at the bottom of the screen to customize the selected option. 3. Click Go to display the next screen which, in most cases, is the Policy screen. 4. On the policy screen you will want to select the following. Product Type: Disability Income Plan: Select DInamic Foundation Medical, Realtor and Business Owner Upgrade: Sets parameters for specific occupations in the illustration software Preferred Occ: Preferred Occ reduces the rate on specific occupations with occupational classes, 6A and 6M. Occupation Class: Select appropriate occupation class. You can search for an occupation class, select Search for an Occ and search by industry or word search. Contract: Noncancelable, Guaranteed Renewable or Business Overhead Expense Benefit Period: NC and GR To Age 70, 67, 65, 10 yrs, 5 yrs, 2 yrs and 1 yr BOE 12, 18 and 24 months Elimination Period: NC and GR 30, 60, 90, 180, 365, 730, BOE 30, 60, 90 Tobacco Status: Non Tobacco or Tobacco Rating: If rated, select appropriate rating 5% - 100% For producer use only. Not for use with clients. 29
Definition of Disability: There are three definitions of disability Own Occ for the length of the benefit period Own Occ and Not Working for the length of the benefit period Five year Own Occ and then Not Working for the remainder of the benefit period (This button will appear red until a definition of disability is selected. Once selected the button will be displayed blue.) Business Owner Income Enhancer: 1. Create the illustration as you normally would. 2. Click the box titled Business Owner Income Enhancer. 3. Enter the Annual Base Income field. 4. Click the Limits button. 5. Click Set Benefit Amounts and continue preparing the illustration. Annual Base Income: Enter annual income Other Income: Includes, bonus etc Limits: Select the Limits button to calculate the Issue and Participation Limits. Benefit Amount Limits: 1. Enter in force individual DI, 2. Enter in force Group DI, 3. Benefit Calculation Results You must select whether the benefit is Individual or Employer Paid, All base or base and SIS and any riders with issue limits. You must select Calculate Maximum Benefit to calculate results. If you would like to adjust the benefit this can be done in the Desired Benefit column. After entering the desired benefit, select Set Benefit Amounts. This will automatically enter the desired amount into your illustration. Premium Option: Drop down box to select appropriated premium option. Premium Mode: Drop down box to select appropriated premium mode. FIO Increase Waive Policy Fee: Select only if you are exercising a FIO on an existing policy. Discount: Select the appropriate discount. Pop up boxes explain requirements for discounts. For producer use only. Not for use with clients. 30
To select the Riders Page: 1. From the Vertical Navigation Bar, select Riders to display the Riders screen. Riders: Riders may not be available due to occupational class or age restriction. If rider is not available rider choice will be grayed out. Click on the rider to display definitions and limits. Click on Next or Reports from the Vertical Navigation Bar to display the next screen or to display the Reports screen. This option lets you determine which reports or PDFs you would like to print as part of your illustration. For producer use only. Not for use with clients. 31
Modifying an Illustration 1. From the Clients and Cases screen, select the Client. 2. Highlight the case to be changed and choose: Selecting Reports The Product Illustration screens offer a Vertical Navigation Bar option called Reports. This option lets you determine which reports or graphs should be created whenever you use any of the reporting options. When you click Reports, the Report Selection screen is displayed. For producer use only. Not for use with clients. 32
You can select or clear the selection of all reports by using the buttons at the left. Or, to select specific reports and graphs, click the check boxes in the box at the right. Creating a Group Click Clients and Cases on the Vertical Navigation Bar to display the list of clients. On the top of the screen click Select Group. Type in the name of the group in the Create a new Group and select Go. (I.E., ABZ Company) This is the only required field. However, if desired, additional information pertaining to the group can be added on this screen. Type of Group: Association, business, education, non-profit or religious organization. Address: The address of the group Category: Lead, prospect or client Current Status: Inactive, pending or client. Contact Date: Last Contact and Next Contact Comments: Any additional comments you would like to archive. Use the Vertical Navigation Bar option Members or the next button. Click on Select member which will take you to Select or Create a Client. If the client case (illustration) has already been created, simply select Use This Client, go to the drop down and select desired client. Click on Go and the client will be added to the Group you have selected. Repeat this to add multiple clients (members). If the group is new, create the group and the new clients will automatically be added to the group. You can select or clear the selection of all reports by using the buttons at the left. Or, to select specific reports and graphs, click the check boxes in the box at the right. For producer use only. Not for use with clients. 33
Composite Reports Click on Clients and Cases Multiple Selection on the Vertical Navigation Bar to display the list of clients. Select each individual and the illustration you would like to show in the composite. You will need to select Select All then Select All Clients and Cases. Once all clients and illustrations are selected click Print. Select Group DI Composite & Census. If you would like to print the composite report, click Print. If you would like to save the composite report to a PDF, select Save to PDF. Automated Summary Illustration (Good, Better, Best) Using Automated Summary Illustrations To use the automated summary illustration function, you will need to create 3 illustrations: For the Illustration that was created as good, go to the Reports screen and select either Column 1 good or Column 1 basic in the Automated Summary Illustration (Good, Better, Best) dropdown menu. For the Illustration that was created as better, go to the Reports screen and select either Column 2 better, Column 2 superior or Column 2 moderate in the Automated Summary Illustration (Good, Better, Best) drop-down menu. For the Illustration that was created as best, go to the Reports screen and select either Column 3 best, Column 3 excellent, Column 3 ideal or Column 3 comprehensive in the Automated Summary Illustration (Good, Better, Best) drop-down menu. NOTE: If you have 2 of the same column selected, the report will not generate. For producer use only. Not for use with clients. 34
Previewing the Report Once you have created the three illustrations, you will need to do the following to preview the report: 1. Click Clients and Cases in the left-hand vertical toolbar. 2. Select Clients and Cases Multiple Selection in the left-hand vertical toolbar. 3. Check the client and three cases you would like to be included in the report. For producer use only. Not for use with clients. 35
4. Click Print in the lower right gray box. 5. Check Automated Summary Illustration (Good, Better, Best). 6. Click Print or Save to PDF. 7. If you would like to preview the report first, uncheck Individual Basic Illustration and then click Print Preview. For producer use only. Not for use with clients. 36
Viewing Reports Once you have selected the reports and graphs that you want to view or print, there are a number of options available to access them. Preview The Preview button takes you directly to the Report Preview screen. Print The Print button takes you to the Report Selection screen so you can select the reports and graphs you want to view. Unlike using the Vertical Navigation bar route to report selection, clicking the Return button takes you to the Values Screen. From here, you can view the reports and charts you selected by clicking Report Preview. Previewing the Illustration The Report Preview screen offers a number of different viewing and navigation options in its toolbar. You can perform any of the following functions using this toolbar: Print reports Perform print setup Convert reports to Adobe Acrobat.PDF format Jump to any page in the current report Select a different report or graph for display For producer use only. Not for use with clients. 37
Additional options are presented in the Report Preview Toolbar: Rpt Sel Displays the Report Selection page so you can select reports to print. Print Displays the Report Selection page and allows you to print all pages of the illustration. Displays the Print options page and will allow you to choose specific pages to be printed. PDF Creates the illustration in.pdf (Acrobat Reader) format and displays a screen from which you can email it to your choice of recipient. Return Returns you to the previous page or the parent page. This information is provided by Ameritas, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company, including, but not limited to, Ameritas Life Insurance Corp., Ameritas Life Insurance Corp. of New York and Ameritas Investment Corp., member FINRA/SIPC. Ameritas Life Insurance Corp. is not licensed in New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas, visit ameritas.com. Ameritas and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life is a registered service mark of Ameritas Holding Company. 2015 Ameritas Mutual Holding Company, 5900 O Street, Lincoln, NE 68510 For Producer Use Only. Not for use with clients.