Contacts
Documents
- Document Packages
- Adding attachments to email templates
- Adding a Hyperlink to a Template
- Adding and editing an image to a template
- Creating Document Templates with PDF Builder
- Document Types
Enrollments / Payments
- Earned Performance Fee Control
- ACH Return Codes
- ACH Return Rates
- Add a Payment
- Authorization for ACH Client Debit Transactions
- Cancel Program
FAQ
- Adding and Editing Creditors
- Adding and Editing Users
- Changing or Resetting Your Password
- FAQ - Software Basics
- How to Take Screenshots or Capture a Video
- How to Merge Creditors