Questions and Answers
Frequently Asked Questions on Jenesis: The Best Agency Management System
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, documents, and photos for the Agency can be attached using the AGY Icon in the Agency – My Agency menu option. If you have licenses or other documentation regarding staff or users, you can add those in the USRS Icon – Users Profile section. Contracts, photos, and other documentation from or for the companies through which you insure can be added in the COMP Icon – Companies section.
Images or documents related to clients or their policies can be added in the Client Policy section.
To attach images or documents to a client’s policy: Beginning from the Client View screen, navigate into the client’s policy. Scroll down until you see the Media/ Files box along the right side of the screen and select the plus sign.
A Media window will appear where you can drag and drop, select a file to upload, or choose scanning options.
An example of each of these methods is demonstrated in this video.
From this window, you can name and save the scanned images as a pdf.
Don’t forget to use tags to create searchable terms for these attached images.
Any model will do really. Brother and Lexmark are both ones we use in our offices and highly recommend. Make sure that the scanner you choose is Twain Driver compatible. Like with anything, the more you spend on it the better it usually performs.
Not really. A work around would be to print the pages you want to email, scan them back in, then mail the new one.
There will be a time in your agency where you have to change scanners. It could be because you just like the most updated technology or it could be that the equipment fails and you are forced. Either way you will need to update Jenesis to use the new equipment. Let me tell you how.
Step 1: Go to either the Client Profile Screen or the Policy Screen
Step 2: Click Images
Step 3: Click Select Source
Step 4: Choose the scanner you want from the list
*You may see two versions of the same scanner. You should generally pick the one labeled TWAIN. But if that doesn’t work try the other.
Click below for video help
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 on the Category field)
Step 6: Highlight the Image you want to send
Step 7: Choose Email and verify the email address you want to send to
Step 8: Click Send and your ID cards are on the way.
Jenesis also makes a note in the customers account any time you Email or J-Mail from the system. This helps you accurately track all transactions and protects you in E&O situations.
Watch the video for detailed instruction
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 the video to see how
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
Time Saving Tools from us to you.
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.