Order Management, Billing, and Collections

Applying Checks
This article will explain the process for a Client user to apply processing and closing fee payments in the Client portal. TABLE OF CONTENTS TABLE OF ...
Wed, 7 Feb, 2024 at 3:54 PM
Order Preparation (Client)
This solution article outlines how to prepare and fulfill an order. TABLE OF CONTENTS Section 1: Starting the Order Section 2: Verifying the Unit ...
Wed, 18 May, 2022 at 2:24 PM
Order Review and Approvals
If your Community requires review and approval of any documents prior to delivery of the order, the Reviewer* will receive an email notification when the ...
Fri, 3 Sep, 2021 at 11:48 AM
Jointly Prepared Orders
This solution article outlines the process for completing "jointly-prepared" orders in Community Archives.  Orders that contain custom documen...
Fri, 10 Dec, 2021 at 8:30 AM
Client User Notification Filters (Order Page View)
If you have multiple system users that are assigned to specific communities, this article will explain how each user can filter their view on the order...
Wed, 20 Jul, 2022 at 1:33 PM