Category "Quick Guides"

There are 96 results found

Overview of the Document Management Section

This QuickGuide and quick video give an overview of the general layout of the Document Management section in the Client Profile.  It also reviews the features available from this screen, including moving, hiding, emailing, and more.           […]

Attaching Documents to Certificates

This quick guide explains how to attach a document to a certificate. Documents can be attached to a certificate template, to a specific cert holder, or both. These documents are available to be viewed from the certificate management screen and are […]

How to show a returned premium for a cancelled policy

This quick guide explains how to process a returned premium for a cancelled policy.  This includes how to create a credit invoice, process the refund and how to receive the money from the company by reconciling the invoice.

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