New York Auto ID License Information

New York uses barcoded Auto ID cards that require a license number and key to be entered for each agency. Use this feature to enter this information for agencies and branches.

1. From the Home screen, do one of the following:
    

   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

2. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click Proofs on the navigation panel or Areas > Proofs on the menubar.

3. Click New York Auto ID License on the navigation panel.

4. Select the Agency or Branch radio button. Agencies/Branches with licence numbers display in the list.
   
   Note: See Agency Configuration or Branch Configuration for instructions on how to add a license number for an agency or branch.

5. Click the appropriate agency/branch in the list and do one of the following:

   • Click the Edit button .

   • Double click an agency/branch.

   • Press [Enter].

The fields to the right become enabled.

6. The Issuer License Number cannot be amended.
7. Enter or edit the NY license # if applicable. This number optionally prints on proofs of insurance.
8. Enter the Issuer Key.
9. Enter the Personal ID #. Click the padlock button to hide the information in this field (if you must leave your desk, for example). After several seconds, the information is hidden automatically. (Each digit is replaced with an X.) To view or revise information in this field, click on the padlock again.

10. Click Finish or press [Enter] to complete the record.

Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted: "Do you wish to discard changes?" Click Yes.