Process
Process > Manage Generated Use the Manage Generated page to view and manage documents created in Workflows. Many different documents are created...
Thu, 8 May, 2025 at 6:27 AM
Use the Manage Printed page to view and manage individual PDF documents created from the Manage Generated page. NOTE- The Manage Printed page is relate...
Fri, 18 Apr, 2025 at 1:44 PM
Process > Manage Batch The Manage Batch page is used to view details, print or upload, delete, archive and unarchive PDF document batches created by ...
Fri, 29 Mar, 2024 at 11:28 AM
Use the Manage Finalized page to combine individual PDF documents into a single document for printing and mailing, and to Un-Finalize individual documents...
Thu, 8 May, 2025 at 6:39 AM
Use the Manage Fulfillment Batch page to manage and view the status of print jobs sent to fulfillment. The following activities can be performed on t...
Wed, 3 Apr, 2024 at 1:18 PM
Firm > Manage Firm - Fulfillment Tab Learn how to set up and use LetterStream for your Owner mailings. LetterStream is an optional 3rd party mai...
Thu, 8 May, 2025 at 6:48 AM
Process > Setup > Manage Action Types Action Types are used within workflow(s) to define the various actions or activities to be performed at each...
Fri, 30 Aug, 2024 at 2:07 PM
Process > Setup > Manage Action Types Use this page to create and manage Delinquency Action Types that are used to define the various actions or a...
Fri, 21 Mar, 2025 at 8:59 AM
The Custom Letter function is used to send important correspondence to individual Owners that do not fall into the main Workflow categories. Letters are ...
Tue, 26 Dec, 2023 at 1:53 PM
Process > Setup > Manage Account Charge Calculation Use this page to create calculations for use in charges applied to accounts as part of a Workflow...
Thu, 8 May, 2025 at 6:14 AM