CPL Software Ltd | Helpsheets

Helpsheets
Creating a New CPL User Account
Please click on the image below to access the Helpsheet for Creating a New CPL User Account.
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.
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.
Working with Green Fees
Please click on the image below to access the Helpsheet for Working with Green Fees in CPL.
Insurance Building Policy Interest Charges Addition
Please click on the image below to access the Helpsheet for Insurance Building Policy Interest Charges Addition.
Email Types Keyword Lists
Please click on the image below to access the Helpsheet for Email Types Keyword Lists.
CPL Client Portal Documents Tab
Please click on the image below to access the Helpsheet for the CPL Client Portal Documents Tab.
Setting Up a QR Code Printer in CPL
Please click on the image below to access the Helpsheet for Setting Up a QR Code Printer in CPL.
Creating a User Report to Verify Clients with Email
Please click on the image below to access the Helpsheet for Creating a User Report to Verify Clients with Email.
Notifications in CPL
Please click on the image below to access the Helpsheet for Notifications in CPL.
Mail Merge Fields
Please click on the image below to access the Helpsheet for Non-Azure Clients Mail Merge Fields in CPL.
CPL Helpsheets - Introduction
These helpsheets form part of CPL's Knowledge Base which is available for all CPL users at https://contact.cplsoftware.com/portal/home Helpsheets are designed to be a quick support in order to supplement the list of training guides available in this ...

CPL Software Ltd | Helpsheets | Knowledge Base

Helpsheets

Creating a New CPL User Account

Adding a Document Type to Warranties and Maintenance Document Uploads

Insurance - Receive Documents into Policy and Display in Client Accounts

Working with Green Fees

Insurance Building Policy Interest Charges Addition

Email Types Keyword Lists

CPL Client Portal Documents Tab

Setting Up a QR Code Printer in CPL

Creating a User Report to Verify Clients with Email

Notifications in CPL

Mail Merge Fields

CPL Helpsheets - Introduction