Accounting Best Practices Overview Outlines some accounting best practices that Adeptive has found over the years. This document is meant to be suggestive....
Accounting Codes Overview Accounting codes can be created and then be associated with settlement types, credit/debit memos, RCF types, and transaction types....
Action Group: Remove Fees by Partner Overview This demonstrates the use of an action group that gives the ability to adjust fees for a partner while...
Action Groups: Group Automation Overview This demonstrates how to give the user the ability to only add automation to the file when it is...
Actions Overview Actions are an integral part of Resware. Each action is a necessary step in the process of a file....
Actions Based on Product Type Overview This demonstrates how to add an action or action group based on a product type without having a dedicated...
Actions Filtered on Homepage Overview This demonstrates how to utilize the tabs and various search features on the homepage to identify actions due or...
Actions with Multiple Email Templates Overview This demonstrates how to give users the ability to send different email templates to different partners without having to...
Adding an Underwriter Partner Overview The underwriter drives rates used; endorsements and fees for endorsements; remittance rates; available commitments, policy types, and policy documents,...
Adding/Adjusting Fees on Existing Orders Overview This demonstrates how to set up and give users the ability to add, remove, or adjust fees on a...