Header

Each screen of the application has a common header that is the starting location for all tasks within the application.

• Home Button - Clicking this button returns you to the home page
• Menu Button - Displays the Submenu (see below)
• Page Title - Displays the name of the page you are currently viewing. When you are within the transaction it shows the Name of the Borrower and the product/policy name.
• Help - Displays a page providing help pertaining to the features, tasks and concepts of the current application page.
• LOG OFF - Allows you to logout of the application.
• Logout Link - Allows you to logout of TSoftPlus. When you log out, you will be redirected to a logout page:
  
  Click Close to close the window. Clicking the link at the bottom will return you to the product log on window.
• Logout Link - allows you to logout of Internet Document Library©Wolters Kluwer Financial Services Administration at any time during your session and displays the Log On screen. Note that if Wolters Kluwer Financial Services Administration is accessed through another application, a Close link will appear instead of a Logout link, which will simply close the Wolters Kluwer Financial Services Administration window, allowing you to continue work in the current application.

Clicking the text of the menu button (or hovering the mouse cursor over the arrow) displays the menu.

The Administration link is available from this menu, providing access to various administration features. for more information, refer to:

• Administration Screens
• Administration Procedures

• Menu Group Name - The name of a group is displayed at the top of each group.
• Group Options - Displays each option under each group name. The following list describes the Group Options located under each Group Name.
  • Loan Transactions
    • Manage Parties – Displays the Manage Parties page, allowing you to add a party or search for a party to review or modify. For more information, refer to Working with Parties.
    • Create New Loan – Displays Create New Transaction page to begin creating a new transaction. For more information, refer to Working with Loans.
    • Manage Existing Loan – Displays the Manage Existing Loan page, allowing you to search for existing loans to review or modify. For more information, refer to Working with Loans.
  • Quick Quotes
    • Create New Quote – Displays Create New Quote page to begin entering information for a new quote. For more information, refer to Creating a Quick Quote.
    • Manage Existing Quote – Displays the Manage Existing Quote page, allowing you to search for existing quotes to review or modify. For more information, refer to Managing an Existing Quote.
  • System
    • Administration - Launches the Administration screen, allowing you to define the organizational structure, policy and product setup, as well as other administrative functions. This menu item is available only to administrators and is not visible to loan processors. For more information, refer to the TSoftPlus Administrator Guide.
    • System Setup - Displays the System Settings screen, providing access to various preferences and system settings
      Note: You will not see System Settings as a menu choice if you are running TSoftPlus in a hosted environment.
      . This menu item is available only to administrators and is not visible to loan processors.
    • Import FormMaster+ - Displays the Import FormMaster+ page with options for selecting files to import from TSoft.
  • Help
    • Administration Guide – Links to a PDF of the TSoftPlus Administrator Guide.
    • User Guide – Links to a PDF of the TSoftPlus User Guide.
    • About - Displays a message box providing the application and content version numbers of your installed TSoftPlus, as well as your primary organization name and customer number. Your assigned customer number only represents the top level of your organization.
      
      
      Note: For information on updating TSoftPlus content, refer to Updating TSoftPlus Content.