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Please click on the image below to access the Helpsheet for Insurance Building Policy Interest Charges Addition.
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.
Invoicing
You will find links below to Invoicing Guides and Helpsheets which will guide you through the process of generating client invoices in CPL. Invoicing Guides and Helpsheets Processing Owner Charges for Actual - Client Invoicing Training Guide v1.0 ...
CPL Release Notes and Webinar Recordings
In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. There are also links to recordings for all Release Webinars delivered. Version Release Date Click to View Notes Click to Access Recorded Webinar ...
Mail Merge
You will find links below to Training Guides related to Mail Merge in CPL. Mail Merge Training Guides Mail Merge Training Guide v1.3 Mail Merge Training Guide for Azure Clients v1.2