Document Types

Please click on the image below to access the Document Types Training Guide.

• Related Articles

• Adding a Document Type to Warranties and Maintenance Document Uploads

  Please click on the image below to access the Helpsheet for Adding a Document Type to Warranties and Maintenance Document Uploads.

• Document Templates

  Please click on the image below to access the Document Templates Training Guide.

• Email Types Keyword Lists

  Please click on the image below to access the Helpsheet for Email Types Keyword Lists. ​

• Client Web Portal

  You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Tab Options v1.1 Working with Client Portal Documents ...

• Insurance - Receive Documents into Policy and Display in Client Accounts

  Please click on the image below to access the Helpsheet for Insurance - Receive Documents into Policy and Display in Client Accounts.