by Phil Price | Aug 8, 2022
How to delete and recover images in JenesisClassic. JenesisClassic Deleting or Restoring Images To begin, pick a client’s name to access that person’s profile. In the client profile, at the bottom of the page, look for the tab titled Client Images, and click it. Then,...
by Phil Price | Apr 13, 2020
JenesisNow – Imaging Think of media files as attachments that can be stored in different places in JenesisNow. Examples: under user profile, you could have a copy of your license; under agency, you could store a contract; under companies, you could have a...
by Tim Caviness | Mar 21, 2017
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. View Video...
by Tim Caviness | Feb 15, 2017
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...
by Tim Caviness | Oct 26, 2016
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...
