1.1 Basic Navigation
1.2 Home Page
1.3 Report Builder
1.4 Dialer
1.5 Tasks
1.6 Commissions
1.7 Calendar
1.8 Search
1.9 Create Account
1.10 Site Settings
2.1 Account Types
2.2 Side Bar & Account Header
2.3 Details
2.4 Documents
2.5 Applications
2.6 Attachments
2.7 Calendar
2.8 Email
2.9 Policies
2.10 Comments
2.11 Activities
2.12 Custom Forms
2.13 Tags
2.14 Account Owners and Editors
3.1 Users & Groups
3.2 Carriers
3.3 Custom Fields
3.4 Field Displays
3.5 Custom Forms
3.6 Email Templates
3.7 Email Campaigns
3.8 DocGen
3.9 Policies
3.10 Tags
3.11 Workflows
3.12 Commissions
3.13 Google & Outlook Integration
3.14 Calendar Integration
3.15 Data Importer
3.16 Notification Templates
Account: Add an Individual to a Group Account
Account: Create an Account
Config: Add a Custom Field
Email: Cancel a Scheduled Email
Email: Create an Email Campaign
Email: Reschedule an Email
DocGen: Create a Template Form
When viewing an account, all documents created by the DocGen for that account can be easily viewed in the Documents tab. Basic information about each document such as who created it and when can be found above the preview. You can also download or print each document.
Related: * DocGen * Email file and document attachments