1. Added New Record Retention Guide

2. New Tax Center Page Update

3. New Links Page Update

4. New WebMail Program

New Record Retention Guide 
Your clients can now quickly find our how long they must keep their financial records on your website. Please take a look at the new Record Retention Guide page to see if you want to add it to your site.

To add the new Record Retention Guide page to your site, please follow these steps...

1. Login to SiteManager

2. Add the new Record Retention Guide Page.

3. If you're using the Java NavBar then you need to follow the instructions on how to add a new page to the Java NavBar. You'll need the following information...

A. Add the Record Retention Guide page in the "Tax Center" category.

B. Page Title: Record Retention Guide

C. File Name: retention.html (all lowercase)

4. If you are using the Standard NavBar (Not the Java one) then read the following instructions on how to add the new Tax Center page.
 

New Tax Center Page Update 
The new Tax Center page includes a new link to the new Record Retention Guide. To install the new Tax Center page all you need to do is...

A. Remove the old Tax Center page. 

B. Add the new Tax Center page with the Record Retention Guide link on it. 

C. If you're using the Standard NavBar, please move the new Tax Center page back to the right position by Re-ordering the page.

The original Java NavBar was setup to only display the sub-pages within the Tax Center section. Now you can allow your users to go to the Tax Center page as well by activating a link directly to the Tax Center page. Here's how you do it.

A. From the "Site Map" click on the "Edit" button next to the "Navigation Menu". (The Navigation Menu is usually down towards the bottom of the list.)

B. On the "Navigation Menu" edit screen click on the "Edit" button next to "Tax Center".

C. Now you'll notice that the "Page Address" field is blank. Please type in taxcenter.html

D. Click on the "Next" button on the bottom of the pages until you see the page listings.
 

New Links Page Update
The "Links" page has been improved. We removed a couple of links to sites that no long exist and added 10 new links to outstanding websites that I'm sure your clients will find beneficial.

Please take a look at the new Links page to see if you want to add it to your site.

Adding the new Links page is easy. 

A. Simply delete your current "Internet Links" page.

B. Then add the new "Internet Links" page back in.

C. If you're using the Standard NavBar, please move the new "Internet Links" page back to the right position by Re-ordering the page.
 

New WebMail Program
We've upgraded the WebMail program so you can easily check, reply, forward and send new emails when you're away from the office. You can access WebMail from your hidden Website Administration page.

WebMail keeps your email on the server. When you get back to the office all your incoming email will automatically download into your email program so you can store all your emails in one place. Copies of the email you send are stored on the server and do not download into your email program. 

The new WebMail program is already installed for you.