Software Admin Settings

Triggers

• New Triggers System
• Creating Trigger Conditions
• Migrating the New Triggers System
• Task Triggers
• Email Triggers

Contact Settings

• Custom Fields
• Event Types and Dismissal Forms
• External Forms
• Form Builder
• Role Assignments
• WebHooks

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User and Company Settings

• Company Types
• Creating User Login for Lead Vendors
• Data Suppression
• Roles
• Shared User Data
• Suspending Users

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General Configurations

• Add the Ability to Login to the Customer Portal on Your Website
• Compensation Templates
• General Settings
• Insights Table Definitions
• Integrations Settings Self-Management
• IP Whitelisting

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Documents

• Formatting {DATE} Tags
• Generating and Sending Documents for Signature
• If Conditional and Math Tags
• Tags
• Tags (Business Finance)
• Tags (Debt Settlement)

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FAQ

• Consumer Portal FAQ's
• FAQ - Software Admin Settings
• Password Requirements