Software Admin Settings
Configuring and Administrating Debt Pay Pro
Contacts
- Querying the Mail Record Database
- Setting up the SMS Platform
- Task Triggers
- Setup Task Items
- Custom Fields
- Form Builder
Users and Companies
- System Log
- System Usage
- Setting up the Guidelines Tab
- Teams
- Adding and Editing Users
- Suspending Users
General Configurations
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- E-Sign Settings
- Tags
- Creating Document Templates with the PDF Builder
- Adding Attachments To Email Templates
- Adding a Hyperlink to a Template
- Adding an Image to a Template