8.01 Setting up Electronic Delivery How do I get my jackets electronically in DoubleTime? Or How do I submit my policies electronically?
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Confirm that your FundNet User Id is setup to deliver Fund Forms electronically
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Your FundNet admin can check this for you and ensure that the proper checkbox has been selected
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Open Preferences > User Settings > Electronic Delivery Tab
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Check off the Enable Electronic Delivery box
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Select the Default button
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Enter your FundNet User ID and Password
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Select Test Connection
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If successful, close your and save the changes. Now you will be able to receive your jackets from the Policy Module and delivery the Policy electronically from the Rating Module.
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If the test fails, make sure Step 1 has been addressed. If your user id is setup correctly in FundNet and you’re still experiencing issues, please contact the Help Desk at 800-421-9378.