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Setting Up Shortcuts for Staff Members to Use the System
Please follow EXACTLY as they are created.
(These directions are for staff members who are only going to use their file).
1) Left click (once) on the START BAR (bottom left of your computer), and then left click (once) on the
MY COMPUTER icon.
2) Double click (left mouse button) on the WORKGROUP icon (W:)
3) Double click (left mouse button) on the BONUS 2006 folder. (You should see the current files in there).
4) Right click once on the file you wish to create a shortcut for. (i.e. 2006Producer01).
This system is not supported or endorsed by any insurance or financial service companies, their subsidiaries or affiliates.
It is intended for the use of Agents to better serve the customers and Staff of Agents. Use of this system implies the acceptance and
acknowledgement of these term and conditions. Please confirm that recipients of bonus compensation are legally eligible for bonuses before paying.
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5) Slide your mouse pointer down to SEND TO
6) Left click (once) on DESKTOP (CREATE SHORTCUT)
7) Your SHORTCUT will appear and look something like this.
This is GOOD.
It will have a white box with a black arrow in the bottom right corner of the icon. (See above).
This system is not supported or endorsed by any insurance or financial service companies, their subsidiaries or affiliates.
It is intended for the use of Agents to better serve the customers and Staff of Agents. Use of this system implies the acceptance and
acknowledgement of these term and conditions. Please confirm that recipients of bonus compensation are legally eligible for bonuses before paying.
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If it does not have a white box with a black arrow in the bottom right corner of the icon (see below), you
must delete the new icon (by right mouse clicking on it once and selecting delete) and try again.
This is BAD.
8) Double click (left mouse) on the shortcut to open the file.
Repeat for each user assigning each user a different file number.
(i.e. Each user will need to be assigned to one of the 2006Producer__ files. )
Please do NOT rename the FILES with producers’
names. This will cause the system to malfunction!
Please email info@smartbonussystem.com when you are finished to
let us know you have successfully completed the installation.
If run into any problems, please call us at 877-266-8763.
This system is not supported or endorsed by any insurance or financial service companies, their subsidiaries or affiliates.
It is intended for the use of Agents to better serve the customers and Staff of Agents. Use of this system implies the acceptance and
acknowledgement of these term and conditions. Please confirm that recipients of bonus compensation are legally eligible for bonuses before paying.