How to use the files section in the CPN
00:00: This guide will walk you through navigating the agent tools file section in 00:04: the CPN. 00:06: Log into the CPN and select the agent tools module. 00:10: Click on the files tile. 00:12: Double click on the icon of the house in the upper left-hand corner. 00:17: Various folders will appear in the drop-down, including a folder for each 00:21: year. You are contracted with compass. These folders are where you will be able to access 00:26: your 1099. 00:29: If you submit an agent of record form request to a client, the signed document 00:33: will be stored in the aor extracts folder. 00:37: The system will automatically create a folder for each client, that fills out a 00:41: form and store the form in their allocated folder. 00:45: Click the file and click the download button to save on your desktop and upload to 00:49: the carrier portal for processing. 01:01: A folder will be created for each client, that submits a form through the AI 01:05: campaign. 01:07: Click the document title to view or download. 01:11: Download the file. 01:13: Name the file and save to your computer. 01:16: Close the file. 01:18: Click the files tile to return to the agent tools menu. 01:22: Click return to lob to return to the main module dashboard.
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