Order Management, Billing, and Collections
This article will explain the process for a Client user to apply processing and closing fee (AKA, Transfer Fee, Legacy Account Closure Fee, Change of Record...
Thu, 15 Aug, 2024 at 4:22 PM
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
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 ...
Thu, 5 Sep, 2024 at 3:58 PM
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
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
Process documentation for building a Dynamic document in Builder Version 2. TABLE OF CONTENTS Preparing an order Preparing a Dynamic Document Closin...
Fri, 9 Aug, 2024 at 9:12 AM