Illustration Guide - Repsource - Manulife Financial

Getting Started
Introduction and screen information
Introduction
To run an illustration, you must work from a client file, which allows you to
store a number of proposal options for a client within one computer file.
For those accustomed to using NaviPlan, this is the same process you are
already familiar with, so you can move directly to the case study.
Desktop
The desktop has a menu bar at the top and two icons in the lower right corner.
Printer icon: Used for printing reports, charts, and graphs. To print, drag
proposals onto the printer icon.
Trash icon:
Used to delete proposals you don't need. Drag unwanted
proposals onto the trash icon. The trash icon gets fatter to
indicate that something is inside.
To empty the trash, right-click the icon, and select Empty
from the pop-up menu.
NaviPlan Standard and Extended users: a number of other icons also
appear on your screen, but are not used by the Manulife one illustration
system.
Manulife one Illustration Guide 4 December, 2000