How do I attach an image or document in JenesisNow?

  JenesisNow – Imaging Jenesis Now has several options for you to attach media, whether that be logos, certificates, policy documentation, photos, licenses, or contracts. Using the black, vertical ribbon alongside the left of your Main screen, logos,...

Can I view attachments that are in a clients notes?

The answer is yes you can Step 1:  Pull up the client you want to view an attachment for Step 2:  Click view notes Step 3:  Copy the filepath for the attachment Step 4:  Paste it in View Attachments at the top of the screen.   View Video...

How do I manage batch scanning in Jenesis?

To Batch Scan follow these easy steps Step 1:  Click Tools from the Main Screen and select Jimages Step 2:  Scan in each document Step 3:  Select the document you want to work with and hit Transfer Image Step 4:  Choose the client or policy to transfer the image too...

How do I email saved images

Emailing saved images is so easy. Anywhere you see the option to save to images just say yes and then you can hit the email button to send it directly from the imaging screen.  Don’t forget you can also do this with any scanned or imported images too. Check out...

How do I email ID Cards from Jenesis?

To email an ID card from Jenesis Step 1:  Open the clients profile and go to the appropriate policy Step 2:  Click Drivers Step 3:  Choose Print and Click on ID Cards Step 4:  Select Save to Images Step 5:  Choose a Category (You can add categories by double clicking...