Resale
This page outlines the steps for setting up Resales within uManage. Activating Resale Orders at Firm Level In order to utilize the ReSale module in uMa...
Tue, 16 Mar, 2021 at 8:41 AM
Use this page to complete and/or modify resale orders. Resale orders originate from the PropDocs site by the resale client(s). This page produces a PDF fi...
Tue, 16 Mar, 2021 at 8:41 AM
Use this page to establish Product Category(s) on PropDocs. The Product Category will display on New Order page of PropDocs. Select Resale > Setup >...
Tue, 16 Mar, 2021 at 8:42 AM
Use this page to establish Product(s) on PropDocs. The Product will display on New Order page of PropDocs in the assigned Product Category. If no Product ...
Tue, 16 Mar, 2021 at 8:42 AM
Sections are the files/documents that make up a Product. Use this page to establish Section(s) on PropDocs. Select Resale > Setup > Manage Section. ...
Tue, 16 Mar, 2021 at 8:42 AM
Use this page to establish Question Category(s) for Questionnaires. The Question Category will display on Questionnaire(s). Select Resale > Setup > ...
Tue, 16 Mar, 2021 at 8:42 AM
Use this Use this page to establish Question(s) for Questionnaires. The Question will display on Questionnaire within a specific Question Category. Select...
Tue, 16 Mar, 2021 at 8:43 AM
Sections are the files/documents that make up a Product. Use this page to attach files/documents for Section(s) to individual associations. Select Resale ...
Tue, 16 Mar, 2021 at 8:43 AM
Answers are responses to Question(s) that make up Questionnaire(s). uManage supports hardcoding Answer responses as needed to simplify processing of Questi...
Tue, 16 Mar, 2021 at 8:43 AM