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Policies

Home / Knowledge Base / Policies

Policies
38

  • How to remove one or more policies?
  • How to block a policy?
  • How to place that a policy is already paid for?
  • How to place a policy pending payment?
  • How to duplicate a policy?
  • How to update a policy?
  • How to view the details of a policy?
  • How to quickly update the status of a policy?
  • How to filter the information?
  • How to change the way the policies are detailed?
  • How to view archived policies?
  • How to archive a policy?
  • How to export data to Excel?
  • How to send emails?
  • How to send messages?
  • How to delete one or more policies?
  • How to view the list of policies?
  • How create a new reminder?
  • How create a new policy?

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