User`s Manual: Inserting Links, Uploading Documents and Adding
Contents
1. Portal Calendar hover your mouse over the date of the event The word Add will appear in the bottom right corner of that date section Click Add and a Calendar New Item box will pop up Y Home Trust Advisory X Y Welcome to the Wealth A Welcome to The TAS Portal oe Fiduciary Vision GenSpring Statement Guidance 9 13 2012 11 44 AM by Beatriz Ward GenSpring Statement Guidance More Announcements dk Add new announcement COMPLIANCE amp REGULATORY Calendar December 2013 Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 4 11 4 00 pm 5 00 pm TAS Working Group 18 15 Fill in the event or meeting information in the appropriate fields This cannot be used to invite attendees the event will only appear on the TAS main page calendar Calendar New Item gt Peopl 1 change Employee Portal Home tions Resources sites LOCE Title Start Time 12 16 2013 Ela pu iw 00 fw End Time 12 16 2013 Els PM e 00 e Description All Day Event Make this an all day activity that doesn t start or end at a specific hour Recurrence Make this a repeating event Workspace Use a Meeting Workspace to organize attendees agendas documents minutes and gikaaastaialls for this event bf GENSPRING FAMILY OFFICES SUSTAINING FAMILY WEALTH 2013 GenSpring Family Offices LLC All rights reserved When you have completed your en2. to drag and drop files duickly into the portal folder that you have chosen JY Account Acceptance All Documents fy v mp v Pager Safety Upload Multiple Documents 1 change Employee Portal sii ome cations Resources Sites Trust Advisory VlAdd as a new version to existing files Destination Folder Folder Specify the folder in this document library where the document should be saved Account Acceptance 1 4 fj Drag Files and Folders Here ly Browse for files instead 0 out of 0 files uploaded Total upload size 0 KB Y GENSPRING FAMILY OFFICES SUSTAINING FAMILY WEALTH When you have finished click OK You have now uploaded documents and or folders to the TAS Library files 11 3 ADDING ANNOUNCEMENTS To add an announcement to the front page of the portal click on Add new announcement under the announcements section wa Home Trust Advisory X Welcome to the Wealth A fh EE ap v Pager Safe GenSpring Statement Guidance Investment Guidelines for Trusts Risk and Family Enterprise Trustee Roles and Responsibilities Use of Alternatives in Trusts Forms amp Contact Information TAS Email Announcements test 3 12 6 20 by Ben Barber test 2 12 6 20 by Ben Barber test 1 12 6 2013 2 by Ben Barber Welcome 12 6 2013 10 24 Al by Ben Barber Welcome to The TAS Portal e r Fiduciary Vision GenSpring Statement Guidance 9 13 2012 11 44 AM by Bea
3. TAS Portal User s Manual Inserting Links Uploading Documents and Adding Information WAC December 2013 Table of Contents Section 1 Adding LINKS ese se see see see see ee ee ee Gee ee ee ee ee ee ee Section 2 Uploading DocumentS ese se se see see see ee ee ee ee ee Section 3 Adding AnnouncementS ss ss se se ee ee ee Section 4 Adding Calendar EvVentS esse esse sees ee ee ee 12 15 1 ADDING LINKS To insert links to websites or documents click on the menu arrow at the top right corner of the links section and select Edit Web Part My Profile Site Actions 1 change Employee Portal iis Locations Resources Trust Advisory Trust Advisory Services GenSpring is unique among family offices in that our duties may include serving as trustee on GENSPRING net behalf of an affiliate as corporate fiduciary The complexity and uniqueness of the ultra high ne 7 worth relationship requires special attention not only to potentially magnified fiduciary risk but FAMILY OFFICES also to the manner in which discretionary actions are handled among the warious family members and beneficiaries The Trust Advisory Services group is committed to mastering this balance for the benefit of GenSpring s clients and affiliates TAS Links Minimize TAS Team More Pages Trust Directors Trust Advisor Trust Services Manager Trust Services Coordinator Sre agi o HER Jennifer Junker Kellie Hall Pam Howie L
4. ance for the benefit of GenSpring s clients and affiliates TAS Team Trust Directors Trust Advisor Trust Services Manager Trust Services Coordinator Jennifer Junker Kellie Hall Pam Howie Lillis Breland Dan Bryan Joseph Rotella TAS Areas itm INSU RANCI Announcements test 3 12 6 2013 2 46 PM by Ben Barber test 2 12 6 2013 2 46 PM by Ben Barber GENSPRING FAMILY OFFICES TAS Links More Pages Comparison of Trustees Fiduciary Forms Web Links WAC Portal Documents TAS Library All Docs 11 Commandments GenSpring Statement Guidance Investment Guidelines for Trusts Risk and Family Enterprise Trustee Roles and Responsibilities Use of Alternatives in Trusts Contact TAS Email When in the All Documents Library choose the folder or section to which you would like to add a document wa Documents All Documents fo Y Y Page Safety v My Profile Site Actions a Employee Portal Advanced Search Locations Resources Sites Trust Advisory gt All Documents Type Name E Account Accepta Comparison of T ees Delaware DeleteMe Discretionary Forms Discretionary Requests Duties Impartiality Best Interest and More FAQ on Forms Income Tax IRA IRA Administration Life Insurance Trusts Litigation in the News Notices Policy Post Death Administration Presentations Revised TTC and the AARP Process 219 Specialty Assets State Specific Suntrust SunTrust Poli
5. ary The complexity and uniqueness of the ultra high net worth relationship requires special attention not only to potentially magnified fiduciary risk but also to the manner in which discretionary actions are handled among the various family members and beneficiaries The Trust Advisory Services group is committed to mastering this balance for the benefit of GenSpring s clients and affiliates TAS Links More Pages TAS Team Trust Directors Trust Advisor Trust Services Manager Trust Services Coordinator Ee oe Jennifer Junker Kellie Hall Pam Howie Lillis Breland Dan Bryan 5 2 Veb Links Joseph Rotella WAC Portal You have now inserted a live link to a web page or document 2 UPLOADING DOCUMENTS On the TAS Portal main page click on TAS Library All Docs Y Home Trust Advisory fp E mm v Pagey Safety i Xchange Employee Portal doeke Home Locations Resources sites Trust Advisory My Profile Site Actions Q Trust Advisory Services GenSpring is unique among family offices in that our duties may include serving as trustee on behalf of an affiliate as corporate fiduciary The complexity and uniqueness of the ultra high net worth relationship requires special attention not only to potentially magnified fiduciary risk but also to the manner in which discretionary actions are handled among the various family members and beneficiaries The Trust Advisory Services group is committed to mastering this bal
6. ationship requires special attention not only to potentially magnified fiduciary risk but also to the manner in which discretionary actions are handled among the various family members and beneficianes The Trust Advisory Services group is committed to mastering this balance for the benefit of GenSpring s clients and affiliates GenSpring is unique among family offices in that our duties may include serving as trustee TAS Links More Pages Comparison of Trustees Fiduciary Forms TAS Team Trust Directors Trust Advisor Trust Services Manager Trust Services Coordinator Jennifer Junker Kellie Hall Pam Howie Lillis Breland Dan Bryan Joseph Rotella Documents TAS Library All Docs TAS Areas Place the cursor where you would like to put the web or document link Click on Link and then click on From Address Y Home Trust Advisory Safety Toolsy Se TERE Table Picture Video and Link Upload Reusable Web Existing New Audio X File Content Part List List Tables Media From SharePoint Content Web Parts My Profile Site Actions TAS Links Content Editor People Content Link To link to a text file type a URL Test Link Locations Resources Trust Advisory m Appearance Layout Advanced Cancel _Apply_ Add a Web Part Add a Web Part Welcome Untitled Trust Advisory Services GenSpring is unique among family offices in that our dutie
7. cies and Procedures When in the folder or section to which you d like to add a document click on Add document under the last folder in that section fry Hr aan v Page Safety v My Profile Site Actions People Trust Advisory gt All Documents Type Name IRA Account Acceptance Trust Account Acceptance at ST Delaware Trust Account Acceptance at SunTrust Y GENSPRING FAMILY OFFICES SUSTAINING FAMILY WEALTH 2013 GenSpring Family Offices LLC All rights reserved The Upload Document screen will pop up From here you can browse folders for documents and files that you can upload NOTE Unclick the Add as new version to existing files box ly Account Acceptance All Documents fy v am v Page Safety Upload Document 1 change Employee Portal se ts Trust Advisory Upload Document Browse to the document you intend to upload T 5 Trowse a Multiple Files MVAdd as a ersion to existing files Destination Folder Folder Specify the folder in this document library where the document should be saved Account Acceptance Version Comments Type comments describing what has changed in this version GENSPRING FAMILY OFFICES SUSTAINING FAMILY WEALTH 2013 GenSpring Family Offices LLC All rights reserved To drag and drop documents and folders from one file to the portal library you can click on the Upload Multiple Files link 10 From here it is easy
8. come Insert Hyperlink Text to display WAC Portal ENSPRING FAMILY OFFICES l Address hitp fmchange SiteDerectorswac Pages default a SEAS 15 L gue an on behalf of an affiliate as cffporate high net worth relationship requires fiduciary risk but also to the manner various family members and beneficianes E Advisory Services group is committed to mastenng this balance for the benefit of GenSpring s clients and affiliates More Pages TAS Team FI a z E H fT Ef Trust Directors Trust Advisor Trust Services Manager Trust Services Coordinator Fiducory Fo dell ee Jennifer Junker Kellie Hall Pam Howe Lillis Breland Dan Br an Bryan Web Links Joseph Rotella Click ok and the link will be in the web part When you are finished select the Page tab and click on Stop Editing to save and return to the normal view of the TAS Portal 53 Y Home Trust Advisg 9 Welcome to the Wealth A Page Versions NEER A R S F A So Permissions Stop Editinc Edit E maila Alert Approve Reject Workflows Edit Mobile Make Title Bar Properties X Delete Page Link Me Page Homepage Properties Manage Share amp Track Approval Workflow Page Actions Welcome Untitled Trust Advisory Services GENSPRING GenSpring is unique among family offices in that our duties may include serving as trustee FAMILY OFFICES on behalf of an affiliate as corporate fiduci
9. illis Breland aT Fees j Edit Web Part Dan Bryan Joseph Rotella Close Export Web Links Documents TAS Library All Docs J 11 Commandments 1t t i GenSpring Statement Guidance IRAs T Investment Guidelines for Trusts INSURANCI Risk and Family Enterprise ER EER Trustee Roles and Responsibilities Use of Alternatives in Trusts Forms amp Contact Information TAS Email Announcements test 3 12 6 2013 2 46 PM by Ben Barber test 2 12 6 2013 2 46 PM by Ben Barber test 1 12 6 2013 2 46 PM Double click somewhere inside the web part to open the page editing menu at the top of the page See next page Under Editing Tools select Insert from the tabs Note the Content Editor on the right side of the page you do not need to utilize this function VY Home Trust Advisory gi mm v Pagev Safetyv Tookv HE aa SI nia Table Picture Video and Link Upload Reusable Web Existing New m Audio ile Content Part List List Tables Media Links Content Web Parts My Profile Ste Actions TAS Lint Content Editor i Xchange Employee Portal a Content Link To link to a text file type a URL Test Link Trust Advisory Appesrance Layout Advanced Add a Web Part Add a Web Part Welcome Untitled Trust Advisory Services GENSPRING on behalf of an affiliate as corporate fiduciary The complexity and uniqueness of the ultra FAMILY OFFICES high net worth rel
10. s may include serving as trustee G E N S P RI N G on behalf of an affiliate as corporate fiduciary The complexity and uniqueness of the ultra FAMILY OFFICES high net worth relationship requires special attention not only to potentially magnified fiduciary risk but also to the manner in which discretionary actions are handled among the various family members and beneficiaries The Trust Advisory Services group is committed to mastering this balance for the benefit of GenSpring s clients and affiliates TAS Links More Pages Comparison of Trustees Fiduciary Forms TAS Team Trust Directors Trust Advisor Trust Services Manager Trust Services Coordinator Jennifer Junker Kellie Hall Pam Howie Lillis Breland EG Web Links oseph Rotella The Insert Hyperlink box will appear Fill in the link or document title and web address gt Y Home Trust Advisory X Y Welcome to the Wealth A Fa 7 O h Page Safety Toos dj Ab amp Table Picture Video and Link Upload Reusable Web Eristing New Audio File Content Part List List Tables Media Links Conbent Web Parts My Profile Site Actions 4 TAS Links x Content Editor A raf People 4 Employee Portal Content Link 1 Xchange ploy EJ Ta link bo a text fle type a VRL Test Link Locations Resources tes Trust Advisory 7 Appearance ir Layout Left Right e Advanced Add a Web Fart Add a Web Part Wel
11. triz Ward GenSpring Statement Guidance More Announcements EDUCATOR EXCELLENT ADMINISTRATOR dk Add new announcement dbuine COMFANOI amp REGULATORY 12 Once the announcement text box opens up double click somewhere inside the box The Editing Tools tabs will appear To attach a file to your announcement click on the Edit tab and then Attach File Announcements New Item amp Cut Save Cancel Paste Commit Clipboard iof re Attach File i Xchange Attach a file to this item People Home Locations Resources Sites Trust Advisory Expires BodyLong EP Mio 13 Make sure your text is formatted consistently click on the Format Text tab and select the proper text features for your announcement Type a summary of the announcement in the Body section this will appear on the home page The full announcement can be typed into the Body Long section Click save when you are done Announcements New Item gt N lt gt Wg Select v 3 Copy Paste 2 Styles Spellin Marku Undo B Z U se x x pa A Ag y 3 X Styles lt gt HTML Clipboard Font Paragraph Styles Spelling Markup i Xchange Employee Portal People a Advanced Search Home Locations Resources Trust Advisory Expires BodyLong Sith NES RA A You have now added an announcement to the TAS Portal home page 14 4 ADDING CALENDAR EVENTS To add a meeting or event to the TAS
12. try click save You have now added an event to the TAS Portal calendar If you have any questions issues or comments regarding the TAS Portal please contact Ben Barber or Missy Van Epps in the WAC 16
Download Pdf Manuals
Related Search