Setting Up Your Company Level

Understanding and setting up Company Levels.

Creating Insurance Requirements

Understanding and managing your Insurance requirements.

Data Organization and Screen Layout

Explore key organizational data elements and their relationships.

Certificate of Insurance Tracking

Managing your Certificates of Insurance.

Reports and Report Scheduler

Understanding the reports and reports scheduler.

Creating Users

Managing your users and their security rights.

Letter Generating System and Templates

Understanding the Letter Generation System.

Adding and Editing Letter Templates

Managing your letter templates.

Documents and Contracts Tracking

Managing your documents and contracts.