chapter 2 - Agency Software, Inc.
Contents
1. 1 Make sure no one on your network is using Par3 all instances of Par3 should be closed 2 ClickStart gt Programs gt Par3 Proposals gt Keyfix A progress bar will appear as the database indexes are rebuilt You should get a message stating that it is finished Click OK That s it Note The Keyfix program takes longer to run when your database gets large and you ve done a lot of work in Par3 Restore The Restore Utility restores a database using a backup file usually with a BAK extension on the end of the filename A restore is generally a last ditch effort that should only be used if your current database is corrupted Furthermore a restore will only be effective if you have a recent backup file see the section above regarding the Backup Utility To restore a backup file follow these steps 1 Click Start gt Programs gt Par3 Proposals gt Restore The following dialog will appear Hax Warning This Utility will Restore Previously Backed up Data Over the Top of Your Current Data You Should Only Use this Utility on the Advise of Agency Software Tech Support If you are not sure what to do Cancel this Operation Now Otherwise Click OK to Continue x Cancel 47 Click OK Another notification will appear asking Overwrite Current Data Are You Sure If you are sure click Yes An Open dialog will appear so that you can select the backup file you wish to restore Select the file and2. 2 Inthe Par3 Library dialog box click the Section you want to add the Coverage to then click Done 3 Type anew Coverage name then click Done 4 Anew coverage template is created The new coverage name will appear below the section you selected in the Par3 Proposal Library list next time you create a proposal 5 Type and format your new coverage as you would any Word document then save and close it 42 Add a New Form to the Library A form in Par3 for Windows can be thought of as a document template In other words a form contains the formatting and boilerplate text that provide the structure for a given section or coverage You can add your own forms to Par3 by doing the following 1 Select the Add New Form radio button and then click the vDo It button 2 Inthe Section Name dialog box enter a name for the new form and then click Next 3 Anew form template is created The name will appear in the Par3 Proposal Library list next time you create a proposal 4 Type and format your new form by altering and editing the tables as you would in any Word document then save and close it Delete an Item from the Library 1 Select the sections coverages and forms that you wish to delete from the library list If you wish to delete multiple items you can select multiple sections and coverages by pressing the Shift key while clicking the items to select contiguous next to one another items or by using the Ct
3. Add New Section Header See Customizing Proposals Agency Setup 45 animated tutorial See Help Application Backup 45 46 Backup Utility See Backup BDE 16 See Borland Database Engine 16 Client List 22 23 24 Clients Module 8 21 22 Clients tab See Clients Module Copy button 28 Coverages 27 Create New Proposal 27 Customizing proposals 40 Dedicated Server See Network Installation Default Value 32 Delete an Item See Customizing Proposals Delete Client 22 Delete Client button 22 Delete Record See Deleting a Client Deleting a Client 22 DRIVERS 16 Edit Marked Item See Customizing Proposals See Customizing Proposals INDEX 50 Edit Record button 22 24 entry password See Installation exit password See Installation Final Draft 31 33 floppy disks See Removable Media Storage Help application 9 Help button See Help Application Installation 10 11 12 13 Keyfix 45 46 47 48 NET DIR 16 Network Installation 13 Non Dedicated Server See Network Installation P3 Button 19 PARADOX 16 PATH 15 16 Printing 37 Proposal 1 2 8 9 26 27 28 29 30 33 34 36 38 39 40 41 42 Proposal Library 28 Removable Media Storage 38 Remove button 29 Restore 46 Restore Client List 24 Review button 27 28 Search Database 24 Sections 27 Sorting Client List 24 survey See Surveys Module Survey 8 43 44 Surveys Module 43 t
4. Help click the Indextab and type MAP A help index for Mapping Drive Letters or something similar will appear Click the Display button Then review each of the three items listed about mapping network drives and review the directions 6 Repeat this process until each workstation points to the Server s physical drive with the SAME drive letter 15 Workstation Install 1 Click Start gt Run In the Run dialog type F Par32 Setupws exe assuming F is the network drive letter 2 Click on the OK button When complete you will have a Par3 for Proposals program group created on your Start gt Programs menu 3 Close the icon group with the close button the one in the upper right hand corner with an X then close My Computer to return to the desktop A shortcut icon for Par3 has been placed on your desktop 4 If you are prompted to restart your computer do so 5 You are now ready to run the program from the workstation by clicking on the Par3 for Windows icon BDE Settings As outlined in the installation instructions the Par3 for Windows must be installed at each workstation with the destination folder pointing to your network drive After installation at each workstation the Borland Database Engine BDE must be configured as follows at each workstation 1 Click Start gt Programs gt Par3 Proposals gt BDE Config 2 Click on the Databases tab click on the plus sign to the left of Databases
5. Par3 Proposals and then select Update Manager from the Par3 Program menu Agency Setup ik Backup G3 BDE Config ik Keyfix Par3 for Windows ik Restore 4 On the Check for Updates to Par3 screen clic k Next Check for Updates to Par3 32 Bit x This wizard will check the Internet for any upgrades to Par3 32 Bit You must have a connection to the Internet configured and a working WinSock layer for this wizard to function properly Press the Next button to check the Internet for an upgrade to the latest version of this software Make sure your internet connection is active before pressing the Next button Advanced Settings Press the Advanced button below to view or change the proxy server you are using or the automatic prompting interval Next gt Cancel 5 At the Start Update screen click Next 17 6 7 2 Welcome E x 10 At the Download Complete screen click Finish At the Welcome screen click Next Welcome to Par3 32 Bit Setup program This p2 program will install Par3 32 Bit on your computer It is strongly recommended that you exit all Windows programs before running this Setup Program Click Cancel to quit Setup and close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution
6. and SIC above the list itself to sort the surveys by survey type or SIC code respectively Make sure you hit the Insert key prior to typing in the main window and make sure that it is in overwrite mode If the Insert key is in insertion mode you will end up moving the form contents around as you type 45 CHAPTER 11 CONFIGURATION AND MAINTENANCE UTILITIES When you installed Par3 for Windows six other programs were also installed on your computer Agency Setup Backup Agency Setup BDEConfig Keyfix Restore and Update OM Backup Manager The Update Manager was covered in the ae BDE Config first chapter but information regarding the other UR keyfix utilities follows Par3 for Windows ie Restore Agency Setup When you create a new proposal Par3 inserts your agency information agency name address telephone etc into the proposal You entered the default information when you installed Par3 for Windows If the Agency information you entered at installation is incorrect or has changed you can change your default Agency information by contacting Agency Software at 1 800 342 7327 and a representative will help you with the change in Agency information The call is necessary to protect your investment and keep your software license safe from piracy Backup The Backup Utility does what the name A 5 implies it backs up your Par3 data It is wise THe OO a SCO to back up your Par3 data frequently and ona e Ucaac
7. breakdown coverage broad perils earthquake flood insurance new equipment extension new location property in transit replacement cost waiver of subrogation CONCLUSION COVER PAGE AUTO COVER PAGE BUSINESS COVER PAGE FARM COVER PAGE HOME COVERAGE RECOMMENDATIONS COVERAGE SUMMARY CRIME zl 4 Par3 Proposal Library Bakery Proposal for Agency Software Inc XK Cancel Select Here Move Here Next P gt The Proposal Wizard Select sections from the Par3 Proposal Library and use the Copy button to bring it into your proposal window on the right You can use the Remove button to take out sections that you later decide are inappropriate The Review button opens the selected section in a new Microsoft Word window allowing you to review the content 27 1 Move the desired sections and coverages to the new proposal window by first selecting the sections coverages and then doing one of the following Clicking the Copy button pressing the Enter key or double clicking the item in the Proposal Library If you are unsure about a section highlight the section in question and click the Review button to open the section in a new Microsoft Word window After reviewing close the Microsoft Word window that contains the reviewed section or coverage and return to the Proposal Wizard Alternatively you can also drag and drop the coverages and sections into the new proposal window Caution When reviewing Proposal Library
8. 0 seconds Peete eels fe tele a Cancel 15 Installation Screen After the installation has completed a box of Par3 Proposals icons will open This box can be closed at any time A Par3 for Windows icon will also be installed on the desktop 12 E Be Yew Frome bok av 5 Qh hes J SEK wc Te Agens 4 our Pract Pie Neroetrems C a a p a H gt hk amp h m Agcy Sete Seka soe Config ted mad Pas3 Proposals _ Padia wis can A 2D aaa heme pare Locatore C frogrars Mied PMicraectt Marge sotte Locesore C ipag en Mies pikrsedt Cttrelittre 712 bytes Ur compte Par3 for Windows Program Icons Network Installation Windows XP 2000 NT 98 Peer to Peer or Novell Dedicated Server This is the preferred server condition The other network installation type is Non Dedicated on a peer to peer network where someone sits and works at the server Just like the standalone installation Microsoft Word should be installed on every machine using Par3 for Windows 1 Place the Par3 for Windows CD in the CD ROM drive of the server 2 After afew seconds a screen will appear presenting options to install Par3 for Windows At this time click the text that says Par3 Proposals for Word At the Welcome screen click the Next button 4 Atthe Destination Folder screen make sure that the destination folder is pointing to the network drive e g F Par32 assuming that F is the network
9. Follow the installation steps provided under the Dedicated Server section using the newly mapped drive letter as the destination folder Setting up the Workstations First the server PATH must be the same at EVERY computer from which you intend to run Par3 for Windows This means that the PATH must point to the same logical directory on the network even if the drive mappings are different at the various workstations To check this you must go around to each workstation not the server and perform the following procedure 1 Close all open programs at the workstation 2 Double click on the My Computer Icon on the desktop 3 Double click on the logical drive letter that you assume is the server drive e g F It should point to the root not a directory folder of a physical drive on the server e g C Look in the lower left hand corner of the window The number of objects should be the same at each computer you check i e if it says 112 objects at the first station it should say 112 objects at all of the workstations If the numbers of objects are not the same between workstations they are probably pointing to the wrong computer as the server 4 Close the two open windows by clicking the Close button the one with an X in the upper right corner of the screen 5 If the drive letter of the intended server is different at some workstations or if a drive letter is not mapped to the server at all click Start gt
10. checking or un checking the Duplicate Structure Only checkbox Then click the Next button Tip Samples are grouped together There are a large number of complete sample proposals that you might find useful to duplicate instead of building a new proposal from scratch The sample proposals are each named whatever Sample and are grouped together near the beginning of the proposal list They can be found under the SAMPLE CLIENT in the Client List The Sample Client is added automatically and cannot be deleted 5 A dialog box asks you to provide a description for the new proposal you can accept the default name or type a different name then click Next 6 A dialog will appear informing you that Microsoft Word is going to automatically compile your proposal Click OK Microsoft Word 3 x MS Word will now Automatically Compile your Par3 Proposal Depending on the speed of your computer and the length of your proposal it may take a couple of minutes 35 Compilation occurs and then you should see a message that begins Now review your proposal and delete any unnecessary tags Click OK and then delete the unnecessary tags x Step 3 Now Review your Proposal and delete any unnecessary tags i e too many Vehicles in the Vehicle Schedule Then Finish with Step 4 Data Entry by clicking on the Data Entry icon on the Toolbar Click the Data Entry button that Par3 installed on the Microsoft Word
11. clicking the Post Edit button the V button twice to save information could result in undesirable effects like losing client information or multiple entry of a single client Editing Client Information Client information may be edited at any time by clicking on a client s name in the Client List on the right and then clicking on the Edit Record button the button This causes the client module to go into edit mode The selected client s information appears on the left with the Client Name field highlighted with the cursor in place Begin editing the data using the TAB key to move between fields Save the changes by clicking on the Post Edit button indicated with a y once Deleting a Client You can delete a client by clicking on the client you wish to delete in the blue Client List box on the right and then click on the Delete Client button The selected client s information will appear in the client record fields on the left The client will be removed from the list after the Delete Client button is clicked A dialog will appear asking you to confirm the deletion The Clients Module Toolbar ajv The button also known as the Edit Record button on the client module toolbar places Par3 for Windows in edit mode after a client is selected from the client list Just as it does when adding a new client the Post Edit button indicated with a V saves the changes X The Delete Client button on the c
12. in the expandable tree below the tabs to see the aliases listed below Databases 3 One ata time highlight the aliases that start Par3 e g Par3Client or Par3Forms and on the right of each make sure the value of the PATH field matches the appropriate network mapping Example F Par32 DATA with F being the network drive 4 Click on the Configuration tab click the plus sign to the left of Configuration click the plus sign to the left of Drivers click the plus sign to the left of Native and highlight PARADOX On the right the NET DIR line should read FAPAR32 DATA all caps with F being the network drive Don t change the NET DIR line if it has been assigned and is being used by another ASI program like EasyApps or AgencyPro What is vital is that every computer accessing the BDEneeds to point to the same logical path on the network Note After making any changes leave the field you were making the change in before closing the window or going to another tab As you close the BDEwindow you may see a dialog that asks if you want to save your changes Click Yes These settings must be made at each workstation on the network where Par3 for Windows will be used Updating Par3 for Windows from the Internet 1 Get all users out of Par3 for Windows including any network workstations 2 Connect to your Internet provider providing you don t have an always on Internet connection 3 Click on Start gt Programs gt
13. items don t modify items in curly brackets like CInt_Name These items called tags are fields that will be filled in and replaced automatically when you perform the Data Entry procedures later If you alter them in any way Par3 will not recognize them and Data Entry won t work properly q LProposal Wizard ol x Select the Sections in the Order that you want them from the Par3 4 Library into your New Proposal underinsu COVER PAGE uninsured Mata COMPUTER DP EXPLAINED uninsured motorist VAAT agreed amount N E boiler explosion xI breakdown coverage n earthquake god insurance Copy gt gt ess seperty in transit el ords extended period of indemnity lt lt Remove w extra expense leasehold Q Review pi monthly limit of indemnity off premises power rental income CLIENT SERVICE PLAN CLIENT SERVICING TEAM COMMERCIAL PROPERTY COMMERCIAL PROPERTY EXPLAINED act of terrorism Par3 Proposal Library Software Vendor Proposal for Agency Software Inc x Cancel Next gt Selecting and Reordering Library Items You can select multiple sections and coverages from the Par3 Proposal Library for inclusion in the new proposal Holding down the Ctrl key while clicking on multiple section coverages allows you to perform a multiple selection The sections coverages can also be reordered using the up arrow button to promote an item and the down arrow button to demote an item 28 Order the sec
14. media Zip disks USB storage cards etc for safekeeping and for archiving Copying a Proposal to Removable Media To copy a proposal to a floppy disk or other removable media follow these steps 1 Puta floppy disk in your computer s floppy disk drive If you are using some other form of removable media that is fine just follow along 2 Click the Clients Tab and select the client whose proposal you want to store 3 Click the Proposal Tab 4 Select each proposal that you would like to store from the proposal list 5 Inthe Proposal Options area select the Move Selected Proposals to Disk radio button and then click the vDo It button Par3 will try to save to your floppy drive first but if you don t have one or would rather save to some other media you can select another drive using the Windows Save As dialog 6 The Save As dialog box appears shown below and you need to rename the proposal file Here you can select the drive you would like to save to and name the file with a name that you will recognize later saveas eee 2x Savein E9 IFoo e o ff ex E Save as type Par3 Save Files P3 x Cancel The Save As dialog box assumes that your A drive is your floppy drive if your floppy drive is B then replace the A with B 39 The default name p3 is a wildcard placeholder replace the with a name of your choice but limit the length of the name to eight characters For example if th
15. then click Open If all went well a Databases Restored dialog will appear and you will be asked to run Keyfix Follow the directions presented earlier in this chapter for running Keyfix 48 PAR3 TROUBLESHOOTING I installed the Par3 disk but there are no new icons or Par3 menu items in Word or the icons and menu don t match the manual Solution Try clicking on Tools then Macro on the Word toolbar Select the P3Setup macro and Run it If you have no P3Setup macro you might have multiple copies of MS Word installed on your computer See if Par3 installed to the other copy You also might try reinstalling from the CD or updating your program via the Internet My client list or proposal list is out of order has strange characters or has completely disappeared Solution Make sure that all users get out of Par3 for Windows and EasyApps if it is installed Run the Par3 Maintenance icon in the Agency Software group Then run the Keyfix program Microsoft Word appears to be locked up OR I have a Microsoft Word icon that is Flashing blue and white after I am done in Par3 for Windows Solution Click on the Microsoft Word icon or the body of the text with your mouse Another open program captured control of your computer after Par3 completed its operation 49 V button 22 y key 22 button 21 key 22 key 22 Add a New Form See Customizing Proposals Add New Coverage See Customizing Proposals
16. Client List n e p pP Insert Record Click to clear all fields on the left and add a new client Fill out all of the fields that you can and then click the Post Edit Check Mark button to save the record The client name will then appear on the client list 6 Delete Record Select the client you want to delete from the list on the right and then click this button to delete the client All entries in all modules for that client will be deleted from your system A confirmation box will appear before the client can actually be deleted Deleted clients and their documents cannot be recovered Be sure you won t need a particular client record before deleting it or else copy their proposals onto a floppy disk for archival storage before you delete Procedures for copying a proposal to a floppy disk are in the section relating to Floppy Disk Storage EasyApps also shares the Client List with Par3 so deleting a client from either program deletes the client from both Make sure that this is what you want to do before proceeding 23 7 Restore Client List Returns every client in your client database Client List 8 Edit Record Select the client that you want to edit from the list on the right and then click this button to edit the fields on the left When done click the Post Edit button to save the changes 9 Search Database Click the magnifying glass to search and filter the client list All fields on the left w
17. L click in the Library List and then type L the first Section that begins with L is selected If there is no entry beginning with the letter you type your selection will not move You can move up and down the Library List with the Page Up and Page Down keys with the Up Arrow and Down Arrow keys or with the scrollbar on the right side of the list To deselect an item in the list click it again You can select and move multiple sections and coverages at one time by holding down the Shift key and clicking several contiguous sections coverages or by holding down the Ctrl key and selecting contiguous or non contiguous sections coverages individually 29 e You can also select sections and coverages by moving the focus the dotted line border around an item up and down the list with the Up and Down arrow keys and pressing the Spacebar to select items you want e You can print out a reference proposal that contains every Section and Coverage in the Par3 Library Click Sample Client in the client list then click the Proposal button click Edit Existing Proposal then look for the Everything Sample in the proposal list and open it The Everything Sample proposal is about 100 pages long but a printed copy makes a good desktop reference when you are figuring out what to include in a new proposal III Review and Edit the Rough Draft In the rough draft you can edit the wording to suit a particular client or compan
18. Microsoft Word Saving the Proposal Par3 documents are automatically saved when you close them but you can save the documents manually at any time by clicking the Save button on the toolbar or clicking File gt Save Note Par3 assigns a document name automatically If you rename a proposal you can later open it in Word using File gt Open to continue with data entry or editing but Par3 won t be able to find the renamed proposal 34 CHAPTER 5 DUPLICATING AN EXISTING PROPOSAL If you ve already done the work of creating a specific type of proposal and you want to create a similar proposal for a different client there s no need to rebuild the proposal from scratch You can create a duplicate of an existing proposal or one of Par3 s sample proposals and then make any adjustments you want for the second client which is considerably less work than re creating the entire proposal To duplicate an existing proposal for a different client 1 Select the client or add the new client you want to create a new proposal for 2 Click the Proposal Tab The Proposals Module Screen appears 3 Under Proposal Options select the Duplicate Existing Proposal radio button Click the vDo It button 4 The Duplicate Proposal dialog box appears listing all existing proposals including the Par3 sample proposals Decide if you wish to duplicate the raw structure of the proposal no data entry or have the data entry take place by
19. OF CONTENTS LICENSE AND SALES AGREEMENT ccscssssssssssssssccssscssssssscessses 2 GRANT OF LICENSE sa Table of Contents scsisscissesscsccscescosccseascssessasssas cascisvaceasnvensdnvesvesvssscdecsbessesuaesesse Technical Information cccccsscsscsccsscescescesccsccsccscssccsecsessosseseeseesessessescees System Requirements Technical Support INtroduction cccccssccsscssesceeceesescescesees Features of Par3 for Windows NGG Help l perie tai is Chapter 1 Installing Pard ccc ccscccssssscecsasesvsesssssvenseseseanceswsvessvsbev esbovevsntoons Pre Installation Steps ccs eeseseseseseeseecesesseseseeseseseseseesseeseeeees Standalone Installation Network Installation Dedicated Server Non Dedicated Server Setting up the Workstations oo eee eseseseeeseeseesseaesneteenestsnseeeeeees BDE Settings heei naera i eeii ka Updating Par3 for Windows from the Internet ssseeessseseeiseseeeseeeeess Chapter 3 Client Information eeseessossooscossocsoccsecsseesoesoossossossoseseseseese Adding New Clients Editing Client Information Deleting a Client ee The Clients Module Toolbar Chapter 4 Proposals Module sssssccssssscsscssssscsssssscsssssecessesesssesseces Creating a New Proposal ieee I Enter the Proposal Wizard ccccsssseccssseseccsesssecenceeseeeeeaeseeeneaeseeeees II Select Sections and Coverages eseessese
20. PAR3 FOR WINDOWS PROPOSAL AND RENEWAL SYSTEM User s Guide PAR3 FOR WINDOWS PROPOSAL AND RENEWAL SYSTEM User s Guide LICENSE AND SALES AGREEMENT GRANT OF LICENSE This document is an agreement between you the end user and Agency Software Inc By initial installation and or use of any of the programs which are part of Agency Software Inc EasyApps EasyApps Professional Par3 Par3 for Windows Agency Underwriter and AgencyPro herein after called the program you are agreeing to become bound by the terms of all parts of this agreement This agreement constitutes the complete agreement between you and Agency Software Inc and it may not be changed or terminated orally but only by an instrument in writing signed by the party against whom enforcement of any waiver change modification extension discharge or termination is sought GRANT OF LICENSE In consideration of payment of the License Fee which is a part of the price you paid for this product Agency Software Inc as Licenser grants to you the Licensee nonexclusive right to use and display this copy of the program at a single location OWNERSHIP OF THE PROGRAM As licensee you own the magnetic or other physical media on which the program is originally or subsequently recorded or fixed but Agency Software Inc retains title and ownership of the program recorded on the original disk copy ies and all subsequent copies of the program regardless of the form or media i
21. Windows is an add on program for Microsoft Word which means it runs within Word and simply adds features to Word that allow you to write custom proposals easily To Start Par3 for Windows 1 Start Microsoft Word amp By Word opens with two new buttons P3 and Data Entry on the Standard toolbar Par3 for Windows d Par3 th b adds two buttons to and a new menu Par3 on the menu bar your Microsoft Word i toolbar Par3 on the 2 On the toolbar click the P3 button left Data Entry on the right Or on the menu bar you can select Par3 gt Start Par3 The Par3 for Windows dialog box opens shown below and any open Word documents are saved and closed Par3 Buttons Die tat sew Bara iant Dede Tape Mnd p CS stefteeiwe e e BAU ESSE EFFE Z A br e ler oat eRogm a hg Certi Prapoiate Sver Chart Kare r Bigerey 5 okma be p Espor Pa 4 wm GO Apion SOOM FE o 2 A4 S 5 Ow Paget Seca Wi iki mi Gi ma er p i Par3 for Windows running within Microsoft Word 19 To Exit Par3 for Windows On the Par3 for Windows dialog box click the Close Window button the button with an X on the upper right corner The Par3 for Windows dialog box closes and Word remains open If you are reviewing a proposal draft the Par3 for Windows dialog box will be closed and you ll be working in Word To exit the proposal save and close the document You ll need to start Par3 again to work on another propos
22. Windows is installed in a directory folder named Par32 on the computer s root drive You can change the name of the directory folder during installation but not after the program has been installed Technical Support Technical Support Hotline 800 342 7327 ext 30 For technical support please have the following items at hand e This user s manual e Your Par3 for Windows version number Note Although the Agency Software Inc Tech Support department will attempt to aid in printer problems and setup some printing conditions may be beyond our control and may require local technical help improved system capabilities and or upgrades to your particular system or printer Additionally specific questions about Microsoft Word should be directed to Microsoft technical support INTRODUCTION Welcome to Par3 for Windows Using Par3 for Windows will save you and your company a great deal of time and frustration present your client with the highest quality professional presentation and MAKE YOU MONEY At this point you re ready to take full advantage of the many powerful features of Par3 for Windows Most features are automated to reduce repetition of common tasks duplication of effort and redundant data Clients and proposals can be added edited saved and duplicated Ina proposal sections can be added edited deleted and re ordered In short Par3 for Windows gives you total command of your final proposal output with very little ef
23. able of contents 31 tags 28 31 32 35 The Clients Module Tool Bar 22 Update Manager See Updating Par3 for Windows from the Zip disks See Removable Internet 17 Media Storage workstation See Network Installation 51
24. address and phone number must be changed in a separate operation see Chapter 3 Updating Client Information Default Value A default value is any tag value that s been saved in the Data Dictionary when these tags are encountered during data entry the default value found in the Data Dictionary is filled in If you edit a tag entry or type an entry for a tag that has no default value you can permanently save the new tag value in the Data Dictionary by clicking the Save button instead of the Accept button For example you might want to save a General Liability limit of 1 000 000 as a default value All proposals from this point forward will use this default General Liability limit until you change it again Keep in mind that another value could be imported if you have another ASI product like EasyApps If so you will need to correct the differences Review the Final Draft When data entry is complete it s a good idea to look over the finished proposal before you print it At this point the proposal is a Word document as shown below and you can make any changes you want using Word s editing and formatting tools 33 ee Oe ew fe beet Are Loe te ie ep az Ose shee Ei E n e o BM res aw ske mng P AN INSURANCE PROPOSAL FOR Agency Software Inc 206 West Commerce Dr Hayden Lake ID es 800 342 7327 PRESENTED SY rresuP o PO ford90 Newman tee wA 9005 The Finished Proposal in
25. al Note In later versions of Microsoft Word for Windows Word 2000 and greater you will be asked Do you want to save the changes to P3W DOT upon exit Click Yes and then choose to Overwrite the file when prompted 20 CHAPTER 3 CLIENT INFORMATION This chapter shows you how to work with the Clients Module also referred to as the client database If you have EasyApps software installed Par3 for Windows works with your existing EasyApps client database If you don t already use EasyApps Par3 for Windows will create its own client database To access the Clients Module click the Clients tab By default the Clients Module is the first screen to appear when you first launch Par3 for Windows Clients Module Tab Clients Module Toolbar Name 2 JoBa EasyApps Pro Type Software Vendor X Contact s First Name Contact s Last Name Mitch Molnely Address 1 215 West Commerce Dr Address 2 Client List with DT selected client record Cit Zi Hayden Lake X ID 83835 x Office Phone Assi Producer 800 342 7327 X Home Phone Assi CSR enayr 2 7188 Pudy Donner sl Client Record fields Fax Cell Phone Status 208 762 1265 z Emal Address Client ID sales agencysoftware com 000001 iat Current Client Agency Software Inc Phone Apr 01 2003 9 56 35 PM Z field After all of the client s information has been entered click on the V button once to save the information Note Clicking the button or
26. asswor d Once you are given the exit password type it into the Enter Password to Finish dialog and click OK You should see an Information Successfully Changed dialog Click OK again 11 12 13 14 The installation program will then ask to search your computer for copies of Microsoft Word Click OK If there is more than one installation of Microsoft Word on your computer you will be asked to select which one you would like to have Par3 attached to If you are presented with this choice select the appropriate Word installation and then click OK After finding Microsoft Word the installation program will ask to allow it to search for valid ASI products such as EasyApps or AgencyPro Click OK If other ASI programs are found you will be asked to select which one is to be the host program If you are in doubt you can right click on the icon of the host program or what you believe should bet the host program on your desktop or program group and select Properties in order to see the path of the program Then select the path in the dialog that matches the path that you just saw by viewing the icon properties Click OK again after selecting the host program The installation will begin You will see a screen similar to the one below Please wait while the program installs the files needed r Current File Downloading file C Par32 P3w EXE HHRGRTERRRRRORES m All Files Time Remaining 1 minute
27. be imported and the client information will be added to your client list 40 CHAPTER 9 CUSTOMIZING THE PAR3 PROPOSAL LIBRARY Par3 for Windows comes with a full library of typical insurance proposal sections and coverages which can save you quite a bit of composing and writing Most if not all of the sections and coverages in the library will be useful to you as written but if you find yourself making the same editing change again and again or if you need to add a section or coverage that isn t in the library it s easy to do You can also add new forms to the library and you can delete items you never use To make changes in the Par3 Library follow these steps to open the Library 1 Click the Proposal Tab 2 Inthe Proposal Options area at the bottom of the Proposals Module screen select the Customize P3 Library radio button and then click the vDo It button 3 Inthe Customize Par3 Library dialog box shown below select the appropriate radio button for what you want to do in the Library and then click the vDo It button again customize Parstibrory o BOILER amp MACHINERY EXPLAINED air conditioning equipment ammonia contamination automatic coverage boiler insurance business interruption extra ex consequential damage electrical apparatus furnace explosion machinery insurance power interruption pressurized vessels refrigeration equipment repair or replacement a zi na mOptions C Edit Mar
28. d for the remainder of the original warranty period or thirty 30 days whichever is longer IN NO EVENT WILL AGENCY SOFTWARE INC BE LIABLE FOR ANY DAMAGES INCLUDING LOST PROFITS LOST SAVINGS OR OTHER INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM THE USE OR INABILITY TO USE THE PROGRAM EVEN IF AGENCY SOFTWARE INC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR FOR ANY CLAIM BY ANY OTHER PARTY CREDITS AND COPYRIGHT Par3 for Windows 32 bit Version Program written by K Mitchell McInelly User s Guide written by Matthew Helmick and Esther Mann All Rights Reserved Copyright 1996 2009 AGENCY SOFTWARE INC 215 West Commerce Drive Hayden ID 83835 Sales amp Service 800 342 7327 No part of this Guide may be reproduced transmitted transcribed stored in a retrieval based system or translated into any language natural or automated in any form or by any means without the prior written consent and permission of an officer of Agency Software Inc Copyright laws outlined in this Guide protect the software described in this Guide This Guide may include technical inaccuracies or typographical errors Changes are periodically made to the information herein These changes may be incorporated in new additions of the Guide Par3 is a registered trademark of Agency Software Inc Microsoft Word is a registered trademark of Microsoft Corp Windows is a registered trademark of Microsoft Corp TABLE
29. drive If the destination folder is not pointing to the network drive click on the Browse button This takes you to a screen with three boxes Click on the down arrow button to the right of the bottom box scroll down this list until your network drive letter appears then click on your network drive letter This should change the path in the top box to your network drive path e g F Par32 assuming that F is the network drive Click the OK button If the Par32 folder already exists 13 perhaps from a demo installation you may be warned that the directory already exists Click Yes to install to that directory anyway this will take you back to the Destination Folder screen Click OK 5 Click Next again The program will begin installing 6 If this is the first time you have installed Par3 for Windows you will need to call your sales representative at 800 342 7327 to obtain a password to set up your agency information 7 You must now setup all of your workstations using the Setting Up the Workstations section later in this chapter 8 Also see the BDESettings section in this chapter to ensure that the database engine is working properly at each workstation Non Dedicated Server A non dedicated server is one in which a server also serves as a workstation i e a person sits at the server and works on it directly while it also performs server functions for other workstations This is not the recommended setup f
30. e proposal is for Mom s Bakery you might name the proposal file momsbkry In this example the entry in the Save As dialog box would be A momsbkry p3 Do not delete or change the p3 part of the name 7 Click OK to save the proposal to the removable media When it is finished saving a message box appears that informs you that your proposal was successfully saved Copying a Proposal from Removable Media Back to Your Hard Drive Follow these steps to retrieve a proposal you previously stored on a floppy disk or some other form of removable media 1 Put the removable media such as a floppy disk on which you stored the proposal file into the appropriate disk drive 2 Click the Proposal Tab 3 Inthe Proposal Options area at the bottom of the Proposals Module screen select the Read Proposal from Disk radio button 4 The Open dialog box appears In the Drives box select your removable media drive When the path to your disk drive is correct the filenames on the disk are listed on the left 5 Select the proposal you want to retrieve and then click Open 6 The proposal file is copied back to your hard drive and a message box tells you when the proposal was successfully imported from the disk If the original proposal file exists on your hard drive the imported stored file will copy over the file on your hard drive If the original proposal file and or client don t exist on your hard drive the proposal file will
31. eeesesesesesseseeeees III Review and Edit the Rough Draft IV Enter Data and Review the Final Draft Chapter 5 Duplicating an Existing Proposal Chapter 6 Restructuring an Existing Proposal Chapter 7 Printing sscsssscsssessessseeeseres Chapter 8 Removable Media Storage 0 ass Copying a Proposal to Removable Media eee eeseseseeeeteeeeeees Chapter 9 Customizing the Par3 Proposal Library sssseee 41 Edit Marked Items ire 0 8 Sek Scien ence a el 41 Add New Section Header ccccccccesssssessescsesesssceseseeecscseseseeseeeseecenseneees 42 Add New Coverage to Section Header Add a New Form to the Library Delete an Item from the Library bes Sse Chapter 10 Surveys Module 0 sscsssssscssssssssssssssesesssssseseees Chapter 11 Configuration and Maintenance Utilities A BENCH SOU Psdicseucs dieters ERRE SE cose esteveaptengaelse Backups cctscssissseveess th tai cos EENS BIDE CONES EREE E EEE AT Keyfix fe ies se es RESCOLE E EAE aude sbdevess toh don css duonbosvovaena doves aedebaedcueusoreneaeute TECHNICAL INFORMATION System Requirements e Microsoft Word for Windows version 95 or later installed e Pentium 400 MHz processor Pentium 500 or faster recommended e Windows 98 2000 NT or XP ME not recommended e 64MB RAM e 50 MB free hard disk space e Microsoft compatible mouse By default Par3 for
32. erts Proposals Surveve Print Survey Selo Survey Questionnaires Open Saved Y DONUT SHOP SURVEY Survey DATE SIC CODE 2051 5461 INSURED NANE Editable Survey__ ADDRESS Window CONTACT TITLE PHONE PLCY X DTE AUTO X DTE AGENCY PRODUCER Survey List double click items to make viewable Curent Chent Agency Software Inc Phone Ma 17 2003 5 37 25 PM The user interface to the Surveys Module is extremely intuitive but keep the following points in mind e To view a particular survey so that you can review print or modify the survey double click the survey you want in the Survey List at the bottom of the screen e You can modify a survey by clicking and typing directly into the main window after opening a survey by double clicking it in the Survey List e You can save a modified survey by clicking the Save As New Surveybutton You can later open saved surveys by clicking the Open Saved Surveybutton You can print an open survey one that is viewable in the main window by clicking the Print button To create a new survey select and delete the entire contents of the current main window type or paste your survey in the main window from a text editor and then save the file with the Save button Although you will not see the survey you created in the Survey List you can always open it at any time as long as you note where you saved it You can click on the Survey List s table headers the areas marked Survey Type
33. finish restructuring click the Next button to open the proposal in Word and continue with data entry and or editing Note The restructured proposal will erase any existing data that has been entered 37 CHAPTER 7 PRINTING When you ve looked over the proposal thoroughly remember to check it in Print Preview too you re ready to print Use Word s normal printing procedures to print your proposal To print Do this One complete copy Click the Print button on the Standard quickly toolbar More than one copy Click File gt Print then type or select the number of copies you want in the Print dialog box in the Number of Copies box Specific pages or a Click File gt Print then set what you want selection in the Print dialog box under Page Range The speed and quality of printing will depend on various factors including the type of operating system computer speed available memory available cache type of printer printer driver capabilities and your printer setup within Windows Occasionally the amount of printer memory is another factor Printer Setup If you already have a default printer setup in Windows 95 or greater or you normally print to a network printer no additional setup is necessary You ll be printing from Microsoft Word and the default Windows or network printer is used 38 CHAPTER 8 REMOVABLE MEDIA STORAGE You will want to store your proposals on floppy disks or some other removable
34. fort Par3 for Windows also includes over 200 survey questionnaires resulting from our extensive research and interviews with over 200 types of businesses Familiarity with the features of Microsoft Word will allow you to enhance and customize the final product further but even without expertise in Microsoft Word you ll produce excellent professional proposals Features of Par3 for Windows The Par in Par3 for Windows is an Clients Proposals Surveys abbreviation for Proposal and Renewal Par3 for Windows features Naturally the name also connotes imagery of a tabbed interface that golf and in that context it also implies easy allows you to easily page between the Clients SUCCESS Module the Proposals Module and the Surveys Similarly Par3 for Windows makes proposal Module writing quick and easy and integrates completely with the EasyApps and AgencyPro programs If you currently use EasyApps or AgencyPro Par3 for Windows will automatically find and use your EasyApps client list Better yet the single client list will be updated each time you use either Par3 for Windows or Easy Apps which means you enter client information only once In the Par3 for Windows you can e Adda new client e Update an existing client s record e Search for existing clients or client information e Delete existing clients and their records 8 e Create a new proposal for an existing client e Create or edit a Survey Questionna
35. ft end of the table of contents entry then press Ctrl F9 A gray field with a pair of curly brackets and the insertion point in between is inserted in your document 2 Type TC and the table of contents field marker is complete If you want to create a Par3 tag of your own follow these steps 1 Click where you want to place the tag then press Ctrl F9 A gray field with a pair of curly brackets and the insertion point in between is inserted in your document 2 Press Backspace then press Delete to erase the two spaces between the curly brackets Then type a period followed by your field name An example of a tag for an Address field is Address Data Entry will stop at this field and wait for input from you Data Entry To start data entry click the Data Entry button on the toolbar or click Par3 gt Data Entry 31 Par3 Data Entry q x Found CLNT_NAME Accept Value Agency Software Inc Save Skip Back Fast Cancel At the Data Entry stage Par3 goes through your proposal looking for tags and replaces them with the appropriate content You are given the opportunity to Accept the changes Save the document Skip to the next tag go Back to the previous tag or simply choose Fast to have Par3 make the default value replacements automatically Par3 scans your proposal looking for tags When it finds a tag it looks in the Data Dictionary to see if the tag has a default value see the fo
36. gn consistent daily basis Please note that by default the Backup Utility saves the backup files to the Backup folder in the Par32 folder It is a good idea to periodically back up your data to some form of removable media as well To back up your data do the following 1 Click Start gt Programs gt Par3 Proposals gt Backup A dialog will appear asking you to Click OK to Begin Click OK 2 A Save As dialog will appear By default it will open the Backup directory within the Par32 folder Par3 uses the current date to provide a default name for the file Click the Save button 3 Par3 will notify you when the file has been successfully saved If you need to restore your backed up data you can use the Restore Utility described on the next page 46 BDE Config It is generally a good idea to leave the BDE Config alone unless you need to use it to set up workstations on a network see Chapter 1 If your database configuration becomes corrupted an Agency Software Inc representative can help you use this tool to re establish a database connection Keyfix The Keyfix Utility re indexes your database it rebuilds the indexes that your Par3 database uses to sort and search for information and generally cleans up and organizes the program Important Run the Keyfix utility at least once a month The Par3 Maintenance file will keep your Par3 program running smoothly and quickly To run the Keyfix utility
37. ill be cleared and the cursor will default to the Client Name field At this time you may enter search criteria in any or all fields Type in your search criteria search phrase and then click the Search Client List button again The Client List will be filtered to show only those clients who match your search criteria Any customer reports run with the client list filtered would only show the information for the filter list The top bar of the window shows the client list is filtered Click the bulleted list icon to restore the client list Note Keep in mind that you can also do a simple search by clicking within the Client List and then typing the name that you are searching for For example if you are searching for Fred Jones Bakery and you have hundreds of clients before the F clients you can click within the top of the Client List and then type Fre and that should take you there Of course if you have more than one Fred in the list you will have to type more characters for your search string e g Fred Jo which will differentiate Fred Jones Bakery from the hypothetical Fred James Construction 10 Sorting Client List Clicking on the title bar of any column on the client list will sort the client list by that column Using the scroll bar beneath the blue client list and scrolling right can access other columns 11 Restore Client List Restore to full client list after search 12 Start Tutorial This b
38. imal effort on your part New proposals can be created within the Proposals Module or you can modify the 22 sample proposals and the 330 coverage definitions and forms included with Par3 for Windows ioxi Clients Proposals Surveys Proposals for All Clients Show For AII Clients JV Proposal Options Create New Proposal C Restructure Marked Proposal Edit Marked Proposal Delete All Marked Proposals C Duplicate Existing Proposal C Move Selected Proposals to Disk Data Enty on Marked Proposal Read Proposal From Disk C Customize Par3 Library VW Dolt a Current Client Agency Software Inc Phone Mar 24 2003 10 35 42 am The Proposals Module Screen Creating a New Proposal Before we proceed it is important to note that the particular client you are creating a proposal for should be selected in the Client Module see previous chapter This is the only way to inform Par3 for Windows that you want to provide a proposal for that particular client Note that the current client can be found in the left hand bottom corner of every Par3 for Windows screen If the client you wish to create a proposal for doesn t appear there you will need to return to the Client Module and select the appropriate client I Enter the Proposal Wizard 1 Click the Proposals Tab After you have your client selected click the Proposals Tab to move to the Proposals Module 26 2 Inthe Proposal Options section of the Pr
39. ire e Exit Par3 for Windows After a client has been selected you can click the Proposal button to e Create a new proposal e Edit an existing proposal e Duplicate an existing proposal e Restructure an existing proposal e Enter data e Delete a client s proposal e Customize the Par3 Library to e Edit an item in the Library e Add a new section to the Library e Add a new form to the Library e Add new coverage to a section e Delete an item from the Library e Cancel proposal options Client records and proposals can be saved printed updated edited and modified at any time whether complete or not Each of the features listed above will be covered in detail in later chapters in this manual Need Help If you need more help than is available in this manual or if you would like to work with an animated tutorial click the Help button indicated with a red question mark that is Click the Help button A f found within any of the found in each module of Par3 for Windows modules within Par3 for The animated tutorial allows you to see how Windows if you are j p stumped or would just like each module works in a step by step fashion more clarity about how Where the tutorial isn t available you will still something works find a full featured Help application in which you can find your answers via the search feature or through a hyperlinked index CHAPTER 1 INSTALLING PAR3 Important Microsoft Word for Windows must be co
40. is incorrect or unsuitable for your system click on the Browse button In the text box on the following screen type in the correct path Click OK This will return you to the Choose a Destination Location screen Click Next The Select Program Manager Group screen will appear It is best to go with the default group name Par3 Proposals Click Next At the Start Installation screen click Next again The installation program will then query to see if you already have agency information agency name and contact information like address and phone number stored on your computer from a previous installation of another ASI application such as Easy Apps or AgencyPro If you do not have any agency information stored you will be prompted to authenticate by providing two passwords If your ASI representative hasn t already provided you with passwords call 1 800 342 7327 and finish the authentication process with ASI assistance After providing a valid entry password you will be presented with the following Agency Information Setup form Fill out the form carefully and click OK You will be prompted to carefully review your agency information on the form Review the form and make any corrections that are necessary and then click OK again You will see a dialog that asks you to read back a particular number You will need to provide that number to the ASI representative in order for the representative to provide a valid exit p
41. ked Item C Add New Section Header C Add New Coverage to Section Header C Add New Form Delete All Marked Items Edit Marked Item 1 Select the section or coverage you would like to edit from the list 4 2 Select the Edit Marked Item radio button and then click vDo It The template for the item you selected opens in Word 4 Make your changes as you would in any Word document then save and close the template Add New Section Header Sections remember can be thought of as lines of business e g Business Auto General Liability etc and may contain coverages Use the following procedure to add sections as needed 1 Select the radio button for Add New Section Header and then click the vDo It button 2 Inthe Section Name dialog box type a name for the new section then click Next 210 Enter a Name for Your New Section MATT S GLORIOUS NEW SECTION X cons 3 A new section template is created The name will appear in the Par3 Proposal Library list next time you create a proposal 4 Type and format your new section as you would any Word document then save and close it Add New Coverage to Section Header A coverage e g Collision Comprehensive etc is a component of a section and is typically a one paragraph description Just as you can add sections you can also add new coverages as needed 1 Select the radio button for Add New Coverage to Section Header Click the vDo It button
42. lient module toolbar deletes the current record The Client Module Screen Adding New Clients A client may be added at any time by clicking on the button on the client module toolbar This will cause the client module to go into add mode The client information fields the client record fields for entering client data like Client Name Home Phone etc to the left of the screen will become blank in order that a new client s information can be typed into the appropriate v The button on the client module toolbar places Par3 for Windows in add mode for entering new client information The V button saves the new client information fields You must either use the Tab key to move between fields or move your mouse cursor and click in the desired 21 In addition to the functions of adding clients editing clients and deleting clients the Clients Module provides tools for navigating and searching the Client List These tools can all be found in the Clients Module Toolbar see the following picture 22 Previous Record Delete Record Edit Record grayed out because it is currenti Selected The Client Module Tool Bar Restore Client List The Client Module Toolbar from left to right 1 First Record Click to go to the top of the Client List Previous Record Click to go back one record Next Record Click to move forward one record Last Record Click to go to the bottom of the
43. llowing Default Value section If Par3 finds a default value for a tag the value is displayed for your approval in the Value box on the Par3 Data Entry dialog box shown in the figure below If there s no default value in the Data Dictionary the Value box is blank If you ve imported EasyApps data more default values will be available The buttons on the Par3 Data Entry dialog box help you enter data as follows Accept Accepts the displayed value and moves ahead to the next tag Doesn t change entries in the Data Dictionary Accepts the displayed value and saves it in the Data Dictionary Use this if you change a tag s value and want the change made to the default value in the Data Dictionary Skip Skips the current tag without entering a value leaves the tag in place so you can supply a value later Returns to the previous tag if you want to change the value Fast Automatically enters default values in all tags for which default values exist A second data entry session will be needed to fill in tags with no default values Cancels data entry If the Value box is blank or if the data displayed is incorrect you can add or edit the entry in the Value box before you click Accept or Save You can also edit the information later in the final draft as you would any other Word document 32 Note Changing the entry in the Value box doesn t change the data in the Client List Items in your Client List such as
44. n which the original and other copies may exist This license is not a sale of the original program or any copy USE RESTRICTIONS As the Licensee you may physically transfer the program from one computer to another provided that the program is used at only one site A site is defined as one business at one physical location Branch offices satellite offices or multiple businesses sharing the same location are not covered under this agreement Additional licenses for more than one site may be purchased at an additional fee TRANSFER RESTRICTIONS The program is licensed only to you and may not be transferred to anyone without the prior written consent of Agency Software Inc Any authorized transferee of the program shall be bound by the terms and conditions of this agreement In no event may you transfer assign rent lease sell or otherwise dispose of the program on a temporary or permanent basis Agency Software Inc s entire liability and your exclusive remedy as to the disk s shall be at Agency Software Inc s option either a return of the purchase price or b replacement of the disk s that do not meet the above stated limited warranty and which is returned to Agency Software Inc with a copy of the receipt If a failure of the disk returned is from accidental abuse or misapplication Agency Software Inc shall have no responsibility to replace the disk s or refund the purchase price Any replacement disk s will be warrante
45. of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law At the Destination Folder screen make sure that the Destination Folder is pointing to the correct drive e g C Par32 or F Par32 the first case assuming a standalone installation and the latter assuming a network installation If the destination folder is not pointing to the correct drive click on the Browse button This takes you to a screen with three boxes Click on the down arrow to the right of the bottom box scroll down this list until your drive letter appears then click on your network drive letter This should change the path in the top box to your network drive path e g F Par32 assuming that F is the network drive Click the OK button You may be warned that the directory already exists if the Par32 folder is already there Click Yes to install to that directory anyway this will take you back to the Destination Folder screen Click Next On the following screen click Next again The program will prompt you for a password Enter the password you received by calling our automated password system 800 342 7327 selection 2 or that you received from the staff at Agency Software then click OK If your password is correct Par3 for Windows will begin downloading into the folder you specified in Step 8 18 CHAPTER 2 STARTING AND EXITING PAR3 Par3 for
46. oposals Module Screen click the radio button next to Create New Proposal A black dot will appear in the radio button circle indicating that it is selected Click the vDo It button at the bottom of the screen to commit the action 3 A dialog will appear requesting that you Enter a description for this proposal Write a name in the text field that describes your proposal and click Next The Proposal Wizard Screen will appear II Select Sections and Coverages The Proposal Wizard screen is where Sections and you can review and select pre made Coverages Defined sections and coverages to include in your The Par3 Proposal Library proposal In general sections that have lists countrywide ISO sections Sections can be coverages under them are listed with the thought of as lines of word Explained in the section title The business e g Business Auto General Liability et c procedure is to move sections you want and may contain from the Par3 Proposal Library on the coverages A coverage e g Collision left to the new proposal on the right Scheel ching and to order them the way you want them component of a section to appear in the proposal and is typically a one PP prop paragraph description i Select the Sections in the Order that you want them from the Par3 9 Library into your New Proposal waiver of subrogation a 4 COMPUTER DATA PROCESSING COMPUTER DP EXPLAINED agreed amount boiler explosion
47. or Par3 for Windows and should only be configured with the help of technical support A non dedicated server must be configured before you install Par3 for Windows Note Windows 95 98 and ME can be set up as servers using the Dedicated Server instructions described in the previous section Non Dedicated Server Windows NT 2000 XP NOTE This configuration should only be needed if Par3 is NOT being installed to the default directory but is instead being installed to a sub directory e g C apps Par32 and the Capps folder has been mapped as a drive letter If Par3 for Windows is going to be used at the default directory refer to the directions for setting up a dedicated server 1 On your computer desktop click with the right mouse button on NETWORK NEIGHBORHOOD or MY NETWORK PLACES it will be one or the other depending on which version of Windows you are running A menu will appear 2 Select Map Network Drive from the menu 3 Scroll down the list in the DRIVE box until you come to the network drive letter F assuming the network drive letter being used is F 14 4 Inthe SHARED DIRECTORIES box select the server Click on the drive of the server on which the Par32 folder resides or will reside after it is installed 5 Place a check mark in the box labeled RECONNECT AT LOGON and click the OK button 6 Check MY COMPUTER to see if a drive letter matching the letter you just added appears in the list 7
48. ow keys move the insertion point without erasing characters e You can press the Tab key to move to the next field e You can press Shift Tab press the Shift and Tab keys simultaneously to return to a previous field e You can enter data in any field in any order by clicking in a field to place the insertion point there e You can skip any fields for which you don t have information except the Name field e Again use the V button Post Edit button to save the client information when you are finished inserting or editing Note The Name field is case sensitive If you enter a client s name in lower case fred jones and again in proper case Fred Jones Par3 treats the names as two separate clients Also Note Remember to use the drop down menus where they are available In addition to providing the conveniences provided above see the first bullet the lack of multiple entries for one value such as a City name will keep your drop down menu serviceable and uncluttered Imagine a menu with multiple values for one entry Minneapolis MINNEAPOLIS MiNNeapolis etc 25 CHAPTER 4 PROPOSALS MODULE The Proposals Module the heart and soul of Par3 for Windows is the module that truly integrates the Client Module with the word processing and output capability of Microsoft Word Automation occurs through the Proposals Module client and agency information is automatically merged into the Par3 proposals with min
49. rl key while clicking the items to select individual non contiguous items 2 Select the Delete All Marked Items radio button Click the vDo It button 3 When the Delete Items dialog appears verify that you want to delete the items by clicking Yes If you believe you have selected a section coverage or form in error click No Note If you select a section all the coverages attached to that section will also be deleted Make sure that you truly want to delete everything within the section 4 Provided that you clicked Yes in the previous step the selected items should be deleted These items will no longer be available in your Par3 Proposal Library 43 CHAPTER 10 SURVEYS MODULE The Surveys Module is the result of a lot of homework our homework Agency Software Inc surveyed over 200 types of businesses and uncovered the major exposures that ACORD forms are not likely to find As a result of doing our homework we have produced and included over 200 survey questionnaires Most of the surveys are 7 10 pages long and contain a checklist of items that will certainly reduce your errors and omissions E amp O To make things even better we placed our survey database into an easy to use interface see below that allows you to save modified versions of our surveys as needed You can also print the surveys directly from the application Surveys Module eaves A lolx New Survey C
50. rrectly installed before installing Par3 for Windows Par3 for Windows will run on any PC based computer system that uses Windows 95 or later and has Microsoft Word for Windows Word 95 or higher installed Installation of Par3 for Windows will add two new buttons P3 and Data Entry to the Standard toolbar and a new menu Par3 to the menu bar in Microsoft Word Pre Installation Steps If a Par3 for Windows Demo is installed on any computer standalone on a network server or workstation the Demo should be uninstalled and the Par32 directory usually C Par32 should be entirely deleted prior to installing the actual Par3 for Windows product Standalone Installation The most common and preferred way to install Par3 is to install the program locally to an individual computer that already has Microsoft Word installed on it 1 Place the Par3 for Windows CD in the CD ROM drive of your computer After a few seconds the following splash screen will appear Par3 for Windows Par3 for Windows Splash Screen 10 11 With your mouse or other pointing device click the text on the splash screen that says Par3 Proposals for Word At the Welcome screen click Next Par3 for Windows will search your hard drive to see if it can find a previously installed version At the Choose a Destination Location screen note where the program will be installed by default this should be C Par32 If the destination folder
51. tions appropriately using the up arrow button to promote a section and the down arrow button to demote a section To delete a section or coverage from the new proposal click to highlight that item in the new proposal list and then click the Remove button You can also drag the items to the Remove button When you re satisfied with your new proposal list click Next Note You may be asked Import Integrated Data from EasyApps If you have EasyApps installed Par3 will check it for client specific data like Name and Address to include in this proposal click Yes in the message box to include EasyApps data in the rough draft The compilation of the proposal will now take place Don t be alarmed if you see strange things happening on your screen blinking screen disappearing text because Par3 is simply building your proposal in Word Do not touch the keyboard during the compiling process as you may interrupt the proposal creation of the proposal When Par3 is finished the rough draft of your new proposal will be displayed in Word and the Par3 for Windows dialog box will be gone You will now need to review the rough draft and edit the draft for any necessary changes Proposal Building Tips The Par3 Proposal Library is letter sensitive which means if you click in the list then type a letter your selection will jump to that alphabetical point in the list For example if you want to select a Section that begins with
52. toolbar and commence the data entry process just as in steps II and IV in Chapter 4 36 CHAPTER 6 RESTRUCTURING AN EXISTING PROPOSAL You can open an existing proposal and restructure it so that the sections and coverages appear in a different order or add and delete sections and coverages Restructuring a proposal in Par3 is much simpler than using Word s Cut Copy and Paste commands to change the document To restructure a proposal 1 Start Par3 and select the client in the Client List 2 Click the Proposal Tab 3 Click the Restructure an Existing Proposal radio button select the proposal you want to restructure from the list above and click the vDo It button 4 The Proposal Wizard appears showing the current structure of selected proposal Using the methods learned in Chapter 4 rebuild the proposal e Move sections or coverages you ve selected from the Library List to the existing proposal list by clicking the Copy button by pressing the Enter key or by double clicking the selection with your mouse e To rearrange the order of the sections and coverages in your existing proposal click an item you want to reposition then click the up arrow or down arrow buttons on the left of the existing proposal list to move that item up or down in the list e To delete a section or coverage from the existing proposal click to highlight that item in the new proposal list and then click the Remove button e When you
53. utton will start the Tutorial or it will bring up the Help Module if the Tutorial is unavailable Data Entry Hints When inserting adding clients or editing existing records click in the appropriate field except in drop down menus see first bullet below to place the blinking insertion point there then type the appropriate information Alternatively you may also use the Tab key to successively move from field to field The following tips will also prove beneficial for data entry 24 e Use the drop down menus where they are available Note that there are drop down menus in the Type City State and Zipfields as well as under the Assigned Producer Assigned CSR and Status fields This will prevent unnecessary data entry you can select from the drop down menu rather than type prevents typing errors and keeps your data consistent you won t have a mixed case entry for a particular city name and then another entry with all uppercase letters for the same city Keep in mind however that the menu selections for a drop down will only be available after they have been entered once So although you will have to type in the city name for Minneapolis once for example you will be able to select it from the City drop down menu for successive clients from Minneapolis The Backspace and Delete keys erase characters To replace an entire word double click the word to select it then type the new word e The Left and Right arr
54. y or to shorten or expand specific schedules At this point the proposal draft is a Word document as shown below and you can edit it as you would any other Word document Again don t mess with items in curly brackets like Clnt_Name while you are editing the rough draft Toana nR ahs De UM Dee bri ent Pret det tge Rive oe OSes SS OF 6B H Bem Ot ww cierto 4 st BSE EE ee O T y seteteasi margena a AN INSURANCE PROPOSAL FOR Cint _Name Cint Addr LCint_City Cint State Cing_Zip LEM eee F Now is a good time to delete extra rows in coverage tables You can also delete extra rows and edit text after Data Entry during the final review Tip To delete a row click in the row then click Table gt Delete Row 30 When you are finished tweaking the draft wording you can proceed with data entry IV Enter Data and Review the Final Draft This is where Par3 uses its tags the items in the curly brackets to fill in client specific information in the proposal There are two kinds of curly bracket items Par3 tags which look like XXX and table of contents field markers which look like TC The braces within the tags act as delimiters that tell Par3 for Windows to fill in data with the appropriate information in the case of TC it fills in table of contents information If you accidentally delete a table of contents field marker you can recreate it this way 1 Click at the le
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