The list of certificate holders and property interests assigned to a certificate can be exported to a Microsoft Excel spreadsheet. The spreadsheet of certificate holders and property interests includes the interest fax number, email address, and all risk properties for the interest.
Export a spreadsheet of certificate holders and property interests
Open a certificate of insurance.
Select Other -> Print Selected Holders.
Choose the desired holders by selecting the individual check boxes, selecting “Check All / Uncheck All”, or by right-clicking and selecting “Check Holders with / without email”.
The reconciliation functions in Newton provide the ability to generate reports from the archive of processed items. The reconciliation functions can also be configured to automatically create and store .PDF copies of the trust accounting reports as each item is processed.
Automatically create trust accounting reports
The .PDF copies of the automatic trust accounting reports can be stored on the various attachment bands within Newton (Client Tab -> Attachments, Company Tab -> Attachments), or externally in a user-specified folder.
Reconcile Producer Payables can optionally email the producer’s .PDF report in addition to placing the .PDF archive in the user-specified Archive folder.