1. www.sungard.com/reliusgovernmentforms RELIUS GOVERNMENT FORMS ©2009 SunGard. Trademark Information: SunGard, the SunGard logo, and Relius are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. Web Client Part 1: Web Site Manager Tom Hunsinger Please press *6 on your phone to mute your line

2. Web Client: Web Site Manager Welcome!  Tom Hunsinger  800-326-7235 #4006#  tom.hunsinger@sungard.com  Please mute your phones (*6 on your telephone)  ftp://64.34.162.102/http_files/WebClientPart1.pptx  ftp://64.34.162.102/http_files/WebClientPart2.pptx

3. Web Client: Web Site Manager If you lose the meeting connection:  Continue to listen to the voice call  Try to login again to the meeting using your browser  For more help, call Relius Training Online Meeting Support at (800) 326-7235 ext 5890

4. Web Client: Web Site Manager Web Client has two components:  Web Manager (covered in this presentation)  Accessed from a Internet Web browser  Configures the look of the Web site  Configures E-mail notifications and attachments  Manages planbooks, clients, and preparers  Plan Manager (covered in the second presentation)  Accessed from RGF 5500  Publishes plans on Web site  Manages plans  Manages preparers

5. Web Client: Web Site Manager The Web Client process overview  Prepare forms in RGF 5500 like usual  Administrator configures Web site  Add Preparers  Add Clients  Preparers publish plans from RGF5500  Clients view/edit plans  Preparers review any changes  Filing to DOL  Please mute your phones (*6 on your telephone)

6.  Header  Adding Images  Login/Logout Page  Home Page  Print Instructions  Tech Support Instructions  Footer Web Client: Web Site Manager What will be covered in this presentation:  Configure Web site  Customize the look of the Web site  Customize e-mail notifications and attachments  New Client Notification  Secondary New Client Notification  Authenticated Client Notification  How to Configure Global Attachments  Using the Messaging System  Manage Preparers and Clients  Add Preparers  Add Clients  Managing Preparers and Clients

7. Web Client: Web Site Manager Customize the look of the Web site

8. Web Client: Web Site Manager Two Types of Preparer Rights Preparer without Organizational Rights Preparer with Organizational Rights

9. Web Client: Web Site Manager Changing User Profile

10. Web Client: Web Site Manager Changing User Profile

11. Web Client: Web Site Manager Changing User Profile

12. Web Client: Web Site Manager Changing User Profile

13. Web Client: Web Site Manager Changing User Profile

14. Web Client: Web Site Manager Customize the look of the Web site

15. Web Client: Web Site Manager Customize the look of the Web site

16. Web Client: Web Site Manager Customize the look of the Web site

17. Web Client: Web Site Manager Customize the look of the Web site

18. Web Client: Web Site Manager Customize the look of the Web site

19. Web Client: Web Site Manager Customize the look of the Web site

20. Web Client: Web Site Manager Customize the look of the Web site

21. Web Client: Web Site Manager Customize the look of the Web site

22. Web Client: Web Site Manager Customize the look of the Web site

23. Web Client: Web Site Manager Customize the look of the Web site

24. Web Client: Web Site Manager Customize the look of the Web site

25. Web Client: Web Site Manager Customize the look of the Web site

26. Web Client: Web Site Manager Customize the look of the Web site

27. Web Client: Web Site Manager Customize the look of the Web site

28. Web Client: Web Site Manager Customize the look of the Web site

29. Web Client: Web Site Manager Customize the look of the Web site

30. Web Client: Web Site Manager Customize the look of the Web site

31. Web Client: Web Site Manager Customize the look of the Web site

32. Web Client: Web Site Manager Customize the look of the Web site

33. Web Client: Web Site Manager Customize the look of the Web site

34. Web Client: Web Site Manager Customize the look of the Web site

35. Web Client: Web Site Manager Customize e-mail notifications and attachments

36. Web Client: Web Site Manager Customize e-mail notifications and attachments

37. Web Client: Web Site Manager Customize e-mail notifications and attachments

38. Web Client: Web Site Manager Customize e-mail notifications and attachments

39. Web Client: Web Site Manager Customize e-mail notifications and attachments

40. Web Client: Web Site Manager Customize e-mail notifications and attachments

41. Web Client: Web Site Manager Customize e-mail notifications and attachments

42. Web Client: Web Site Manager Customize e-mail notifications and attachments

43. Web Client: Web Site Manager Customize e-mail notifications and attachments

44. Web Client: Web Site Manager Customize e-mail notifications and attachments

45. Web Client: Web Site Manager Customize e-mail notifications and attachments

46. Web Client: Web Site Manager Customize e-mail notifications and attachments

47. Web Client: Web Site Manager Customize e-mail notifications and attachments

48. Web Client: Web Site Manager Customize e-mail notifications and attachments

49. Web Client: Web Site Manager Customize e-mail notifications and attachments

50. Web Client: Web Site Manager Customize e-mail notifications and attachments

51. Web Client: Web Site Manager Customize e-mail notifications and attachments

52. Web Client: Web Site Manager Customize e-mail notifications and attachments

53. Web Client: Web Site Manager Customize e-mail notifications and attachments

54. Web Client: Web Site Manager Manage planbooks, clients and preparers

55. Web Client: Web Site Manager Manage planbooks, clients and preparers

56. Web Client: Web Site Manager Manage planbooks, clients and preparers

57. Web Client: Web Site Manager Manage planbooks, clients and preparers

58. Web Client: Web Site Manager Manage planbooks, clients and preparers

59. Web Client: Web Site Manager Manage planbooks, clients and preparers

60. Web Client: Web Site Manager Manage planbooks, clients and preparers

61. Web Client: Web Site Manager Manage planbooks, clients and preparers

62. Web Client: Web Site Manager Manage planbooks, clients and preparers

63. Web Client: Web Site Manager Manage planbooks, clients and preparers

64. Web Client: Web Site Manager Question & Answer Period