Firm

Manage Firm - Fulfillment Tab
Firm > Manage Firm - FulfillmentTab Use this page to enter information for the Management Company.  Fulfillment Section Certified - C...
Tue, 15 Nov, 2022 at 12:43 PM
Manage Firm page - Mobile App Tab
Firm > Manage Firm - Mobile App Tab Use this page to enter information for the Management Company.  Mobile App This tab indicates the m...
Tue, 15 Nov, 2022 at 12:47 PM
Manage Firm page - Reporting Tab
Firm > Manage Firm - Reporting Tab Use this page to enter information for the Management Company.  Reporting Tab uManage allows for custom...
Tue, 15 Nov, 2022 at 12:49 PM
Manage Firm page - Branches Tab
Firm > Manage Firm - Branches Tab Use this page to enter information for the Management Company.  Branches Tab Branches are used to cap...
Tue, 15 Nov, 2022 at 12:51 PM
Manage Firm - Templates Tab
Firm > Manage Firm - Templates Tab Use this page to enter information for the Management Company.  Templates Tab  This tab manages the var...
Fri, 20 Oct, 2023 at 7:33 AM
Manage Firm page - Preferences Tab
Firm > Manage Firm - Preferences Tab Use this page to enter information for the Management Company.  Preferences Tab Misc Section BCC ...
Tue, 21 May, 2024 at 8:25 AM
Manage Firm Document Category
Firm > Setup > Manage Firm Document Category Use this page to create Firm categories for Association documents. These document categories can be u...
Mon, 29 Jul, 2024 at 2:47 PM
Manage Association Insurance Carrier
Firm > Manage Types > Manage Association Insurance Carrier Use this page to add and manage Insurance Carriers. Insurance Carriers can be ad...
Thu, 9 Feb, 2023 at 7:42 AM
Manage Firm - Integration Tab
Firm > Manage Firm - Integration Tab Use this tab to set up and manage software integrations for the Management company. This tab is used to set...
Mon, 2 Oct, 2023 at 6:29 AM
Incomplete-Manage Firm - AppLega Tab
Firm > Manage Firm - AppLega Tab Use this page to review and update information for integration with AppLega AppLega Tab AppLega is a third...
Mon, 17 Jul, 2023 at 7:51 AM