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| - | == Log In ==
| + | {{MetisTitle |
| | + | | METIS SMART QUOTES |
| | + | | Metis Smart Quote consists of the following main menus: |
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| - | The first time the application is launched, the following window might appear:
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| | + | * [[Description of the Menu Open | OPEN]] |
| | + | * [[Description of the Menu Project | PROJECT]] |
| | + | * [[Description of the Menu Design | DESIGN]] |
| | + | * [[Description of the Menu Price | PRICE]] |
| | + | * [[Description of the Menu Notes | NOTES]] |
| | + | * [[Description of the Menu Documents | DOCUMENTS]] |
| | + | * [[Description of the Menu Order | ORDER]] |
| | + | * [[News | NEWS]] |
| | + | * [[Description of the Menu Exchange | EXCHANGE]] |
| | + | * [[Description of the Menu Addresses | ADDRESSES]] |
| | + | * [[Description of the Menu Setup | SETUP]] |
| | + | * [[Description of the Metis Smart Quotes Button | MSQ FEATURES]] |
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| - | [[File:MetisSetupSQLParameters.PNG|center|360x370px]]
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| | + | Each menus are described in their respective sections. |
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| | + | * [[Metis_Smart_Suite_-_License| Licence]] |
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| - | To be able to use the application, information regarding the database must be provided. Enter the server name and the database name that was created for Metis Smart Quotes. If not filled-in, enter the SQL server login credentials then click on the ''Save'' button. These pieces of information are stored and the login window appears.
| + | * [[Metis_Smart_Quotes_-_LogIn| Log In]] |
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| - | | + | * [[Metis_Smart_Quotes_-_Layout| Graphical User Interface]] |
| - | {{Warning
| + | |TOOLBAR : [[Metis_Smart_Quotes_-_123| 1-2-3 ]] - [[Metis_Smart_Quotes_-_Addresses | Addresses]] - [[Metis_Smart_Quotes_-_Setup | Setup]] - [[Metis_Smart_Quotes_-_MetisSmartQuotes | Metis Smart Quotes]] |
| - | | Carefully check the parameters before clicking on the ''Save'' button. In case of mistake, it is not possible to edit again these parameters from this window. | + | |
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| - | Metis Smart Quotes is password protected as shown below:
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| | + | == How to? == |
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| - | [[File:MetisLoginWindow.PNG|center|360x370px]]
| + | * [[How_To_Use_Metis_Smart_Quotes | Metis Smart Quotes - How To Use Metis Smart Quotes Features?]] |
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| - | Enter the correct credentials to start Metis Smart Quotes.
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| - | If the user fails to provide correct credentials four consecutive times, the login window closes.
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| - | {{Note
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| - | | If the Single Sign On parameter is set to ''Yes'', it is possible to start Metis Smart Quotes without the need of entering credentials. Refer to the [[Description of the Menu Setup | Setup]] menu.
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| - | }}
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| - | === Change Password ===
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| - | The default password is communicated to the Smart Quotes user by the administrator. The password can be changed after starting up Smart Quotes in the User Data section under the [[Description of the Menu Setup | Setup menu]].
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| - | Depending on the administrator settings, it may be necessary for users to change their password immediately upon the start up of Smart Quotes. If so, the following message appears:
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| - | [[File:MetisSmartQuotesPasswordValidityPopUp.PNG|center|]]
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| - | Upon acknowledgement of the message, the change password window appears as shown in the following example:
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| - | [screenshot of the change password window]
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| - | When changing the password, the current password must first be entered then the new password must be entered twice. According to the administrator’s settings, the password may have to contain a certain number of characters, and may have to be composed of upper or lower case letters, numbers, or special characters.
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| - | The following characters are considered as special characters: ! “ # $ % & ‘ ( ) * + , - . / : ; < = > ? @ [ \ ] ^ _ ` { | } ~
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| - | The new password cannot be saved until all the conditions are met.
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| - | If the administrator has determined a period of validity for user passwords, a warning message alerts users before the password is about to expire, as shown in the following example:
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| - | [[File:MetisSmartQuotesWarningPasswordValidityPopUp.PNG|center|]] | + | |
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| - | The user may decide to change the password even before it has officially expired. Upon expiration of the validity period, the password will have to be changed.
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| - | {{Note
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| - | | If the Smart Quotes user has enabled the single sign on mode, the validity period control of the password is on hold. The Smart Quotes user does not receive the warning messages or does not have to change his/her password upon expiration of the validity period of the password.
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| - | }}
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| - | === Nomad User ===
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| - | If the Smart Quotes user has a Nomad user status, that user can connect to other versions descending from his/her own version (children versions, grandchildren versions, etc...). If so, after the login window, another window appears where the Smart Quotes user can select the version in which he/she want to log in, as shown in the following example:
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| - | [Screenshot of the Nomad User selection window]
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| - | The Smart Quotes user can select his/her own version or any sub-version that has been authorized by the administrator.
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| - | When logged in a sub-version as a Nomad user, the Smart Quotes user has access to completely different sets of data than when logged in his/her own version.
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| - | == Layout ==
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| - | The section provides an overview of:
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| - | * Metis Smart Quotes Graphic User Interface
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| - | * Buttons and icons which are commons to all the menus
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| - | === Graphic User Interface ===
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| - | Metis Smart Quotes graphic user interface can be divided into 4 main parts as shown below:
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| - | [[File:MetisSmartQuotesZones.PNG|center|850x860px]]
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| - | # The top buttons area
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| - | # The header area
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| - | # The menu area
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| - | # The core information area
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| - | The top buttons area consists of the following buttons:
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| - | * 1, 2, 3: to open and work on 3 different offers at the same time. The Smart Quotes user receives a message when trying to open an offer which is already open in another window.
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| - | * Exchange: to export or import offers. This functionality is described in details in a [[Description of the Menu Exchange | separate section]].
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| - | * Addresses: to manage the companies and the contacts. This functionality is described in details in a [[Description of the Menu Addresses | separate section]].
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| - | * Setup: to define some settings and preferences when using the application. This functionality is described in details in a [[Description of the Menu Setup | separate section]].
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| - | * About Metis Smart Quotes: to get general information about the application's version. The About Metis Smart Quotes window is described in details in a [[Description of the Menu About Smart Quotes | separate section]].
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| - | The header area shows the project, offer and system currently selected. On the left part, Project, Offer and System become active buttons once a project, an offer and/or a system have been selected. Clicking on one of these buttons opens the Edit Project, Edit Offer and the Edit System window respectively, no matter in which menu the Smart Quotes user currently is.
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| - | For the offer field, a lock icon might appear as shown in the following example:
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| - | [[File:MetisSmartQuotesHeaderWithLockIcon.PNG|center]]
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| - | The lock indicates that the currently open offer has been ordered or locked.
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| - | The menu tabs allow the user to navigate through the application. The list of available menus is described [[#Menus| below]].
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| - | Once the application has been launched, the Open menu is proposed by default. The Project menu is accessible but not the other menus. The Design menu becomes available once an offer has been open or created. The Price, Notes, Documents and Order menus become available once an offer with system(s) has been open or once a system has been added to a new offer.
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| - | The contents of the core information area depends on the menu selected by the Smart Quotes user.
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| - | {{Video
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| - | | <mediaplayer width='400' height='300'>File:Smart_Quotes_Overview.mp4</mediaplayer>
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| - | | Overview of Metis Smart Quotes Graphic User Interface.
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| - | }}
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| - | === Buttons and Icons ===
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| - | The following table describes the buttons and icons which can be found in several menus and windows:
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| - | {| style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey; padding: 5"
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| - | !style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon
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| - | !style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingAddButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To add an element
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingDeleteButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To delete an element
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingEditButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To edit an element
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesCollapseAllButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To collapse the elements of a tree view
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesExtendAllButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To extend the elements of a tree view
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingPreviewButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To preview an element. No edition is permitted in the preview window.
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingOKButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To save the edits that may have been made and exit
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingCancelButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To cancel the edits that may have been made and exit
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingCloseButton.PNG|28x28px]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To close the window (generally the Preview window)
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:SortArrowDown2.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To sort the contents of a table in descending order
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:SortArrowUp.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To sort the contents of a table in ascending order
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MagnifyingGlass.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To search for an item within a table
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:ResizeSearchFilterArea.PNG]] [[File:ResizeSearchFilterAreaHorizontal.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To resize an area (e.g. search area, filter area, tables in the Edit System window, etc.)
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesUpArrow.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To move an element upwards
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesDownArrow.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To move an element downwards
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesSearchButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To launch the search
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| - | |style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartQuotesCalendarButton.PNG]]
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| - | |style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To select a date with the calendar
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| - | |}
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| - | == Menus ==
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| - | Metis Smart Quote consists of the following main menus:
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| - | * [[Description of the Menu Open | Open]]
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| - | * [[Description of the Menu Project | Project]]
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| - | * [[Description of the Menu Design | Design]]
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| - | * [[Description of the Menu Price | Price]]
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| - | * [[Description of the Menu Notes | Notes]]
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| - | * [[Description of the Menu Documents | Documents]]
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| - | * [[Description of the Menu Order | Order]]
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| - | Each menus are described in their respective sections.
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| - | For the detailed description of the Addresses, Setup and the about Metis Smart Quotes features, refer to the following sections:
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| - | * [[Description of the Menu Exchange | Exchange]]
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| - | * [[Description of the Menu Addresses | Addresses]]
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| - | * [[Description of the Menu Setup | Setup]]
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| - | * [[Description of the About Metis Smart Quotes | About Metis Smart Quotes]]
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| | {{Note | | {{Note |
| - | | The Metis Smart Modeling administrator is responsible for the contents and the options available to the Metis Smart Quotes users. Therefore and though all the features are described in this manual, certain options in the program may not be available depending upon settings provided by the Metis Smart Modeling administrator. In this case, refer to your version administrator. | + | | The Metis Smart Modeling administrator is responsible for the contents and the options available to the Metis Smart Quotes users. Therefore and though most of the features are described in this manual, certain options in the program may not be available depending upon settings provided by the Metis Smart Modeling administrator. In this case, refer to your version administrator. |
| | }} | | }} |