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
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