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 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

View Video Here

Please click here if this helped you.
0 people found this helpful.

Category: Images

← Faqs