Add User Wizard Step 7

Click the Next Button from Step 6

This screen allows you to select the email and calendar program to sync with.  It depends on the system preferences set up by the Administrator.  If the Administrator only allows Outlook to be used, Exchange / OWA will not be on the list to select.

Choose The User Preference From The Drop Down List

Advisors Assistant To Outlook Sync

The choices you have here depends on the System Preferences set up by Admin.  After making your choice, other than None, you will be taken to the appropriate User Preference Screen to continue your choices.

Possible Choices

Exchange (Enterprise Systems Only)

Outlook

None

See Also

Add User Wizard Step 9 Confirm All

Add User Wizard Step 8 Email Archive Preferences

Add User Wizard Step 6 Producer Access

Add User Wizard Step 5 Producer Information

Add User Wizard Step 4 Security Roles And Access Rights

Add User Wizard Step 3 User Password

Add User Wizard Step 2 User Login

Add User Wizard Step 1 User Name To Set Up