Document Types

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

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

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

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

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

• 2020 Free Daily Webinar Session Recordings

  In 2020 we delivered a series of free daily webinar sessions during March and April.   You'll find links to the recordings of these sessions in the table below.   Clicking the icon for the recording will allow you to stream the video or give you the ...