Software Basics

Contacts

Tasks

Files

• Uploading files

Documents

• Document Packages
• HTML editor
• PDF document builder
• Creating Document Templates with PDF Builder
• Adding attachments to email templates
• Adding a hyperlink to a template

E-Marketing

• Setting up an E-Marketing Campaign
• How to Enable Sender SMTP Settings
• How to Enable Client SMTP Settings
• Email Templates
• Adding an SPF Record
• Recommended SMTP providers

SMS

• SMS: Understanding message segments
• SMS: Triggers
• SMS: Sending and Receiving SMS Messages
• SMS: Sending Electronic Signature Requests via ClixSign
• Setting up the SMS platform

Enrollments / Payments

• Earned Performance Fee Control
• Earned Performance Fee Reversal
• Mass Processor Change User Interface
• Gateway Processor Fee User Interface for non-DPG Gateways
• Submitting, Approving and Enrolling Contacts
• Graduating Clients

Reports

• DebtPay Insights Overview
• Summaries Report
• Status Change Report

FAQ

• Adding and Editing Creditors
• How to Take Screenshots or Capture a Video
• FAQ - Software Basics
• System Performance
• Changing or resetting your password