Firm
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
Firm > Manage Firm - Templates Tab Use this page to enter information for the Management Company. Templates Tab This tab manages the var...
Thu, 20 Mar, 2025 at 8:50 AM
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
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
Firm > Manage Types > Manage Association Insurance Carrier Use this page to add and manage Insurance Carriers. Insurance Carriers can be adde...
Thu, 17 Apr, 2025 at 2:32 PM
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
Firm > Manage Firm - AppLega Tab Use this page to review and update information for integration with AppLega AppLega Tab AppLega is a third...
Tue, 15 Apr, 2025 at 7:14 AM
Firm > Manage Postal Account The postage account is used to maintain a fund for paying fulfillment costs for mailings uploaded to Letterstream. Th...
Fri, 19 Apr, 2024 at 1:40 PM