Software Basics

Contacts

Tasks

• Adding and Editing Users
• Task Settings
• Setting Up Task Items

Documents

• Document Packages
• Document Types
• HTML Document Builder
• PDF Document Builder
• Creating Document Templates with PDF Builder
• Adding attachments to email templates

E-Marketing

• How to Enable Client SMTP Settings
• How to Enable Sender SMTP Settings
• DMARC and DKIM Records
• Email Templates
• Setting up an E-Marketing Campaign
• Adding an SPF Record

SMS

• SMS: Understanding message segments
• SMS: Triggers
• SMS: Sending and Receiving SMS Messages
• Setting up the SMS platform

Enrollments / Payments

• Earned Performance Fee Control
• Reset Client
• Cancel Program
• Graduating Clients
• Earned Performance Fee Reversal
• Authorization for ACH Client Debit Transactions

Reports

• Accounting Summaries
• Insights Dashboard Descriptions
• InSights Dashboard Features
• Forth Insights Overview

FAQ

• Adding and Editing Creditors
• System Performance
• FAQ - Software Basics
• How to Take Screenshots or Capture a Video
• How to Merge Creditors
• Changing or Resetting Your Password