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print this page  |
Yes, pdf (adobe), .doc (MS Word), .xls (MS Excel) , html, and .ppt (MS PowerPoint) files can be used on your site. Other file types (producer, flash/shockwave, media files) can be supported, but require premium file access. Go to our other services page for details.
Note: This tool is inactive for representatives of certain broker/dealers, based upon compliance requirements.
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| Uploading the File: |
Go to the "file manager" page of your Website Manager
- First, hit "browse" to find the photo on you hard drive.
- Next, select the folder that you want to upload the file to. You can create new folders by using the "create new folder" button.
- Last, hit the upload button.
Your file is now on our web server and ready to be used.
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| How can the file be accessed from my site? |
Once uploaded, your file has its own unique web address. With the file highlighted, hit the "copy" button to copy the file address to your clipboard. Next, using the Website Manager links on the left of your screen, go to the page where you want the file to link from. There is a "Exhibits" section of site, for example, so you may want your PowerPoint presentations to link from that page.
Once on the page, your edit toolbar for that page has a button ( ) that allows you to insert the link address, as well as whether to open it in a new browser window or framed within your site. You can also add the text you want to appear for the link such as "Variable annuity presentation". If the toolbar doesn't appear, please hit your browser's refresh button and go back to the page again.
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| What about compliance? |
| If the compliance tool is in use, the compliance department will be notified when you add links to a page. You must also make sure that all material uploaded is pre-approved by your compliance department. | | |