Document Types
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.
Email Types Keyword Lists
Please click on the image below to access the Helpsheet for Email Types Keyword Lists.
Document Templates
Please click on the image below to access the Document Templates Training Guide.
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.
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 ...