FAQ's
- How do you add an employee?
- How to send contracts?
- Which merchant account can I use?
- How to use the PPD?
- How to send a PPD invoice?
- Is there a way to add the ID print function under the Bulk Print?
- How can we add a video link in an email to go out to our clients?
- Where do I go to add products?
- How to send text in the software?
- How to edit the email templates?
- What do I need to provide for my free website to be installed?
- Why am I getting errors on importing reports?
- How to view the letters in the letter vault?
- How to track letters in the software?
- Can we upload PDF documents?
- I noticed the letters do not include the ID, proof of address & SSN. Are these documents included in the first letter only or not at all?
- Do I need to go to the Add Item to create the 2nd round?
- How to remove follow-up letter due notification?
- How to check updates on the disputes?
- Can you add letters into the software?
- With the 30-day free trial, are you able to still send out disputes?
- How do you import an HTML report into the software?
- Where do we see email templates?
- How to resend the letters?
- When do we usually import the updated credit report?
- How do we create the 2nd round of dispute letters?
- If the client has their own report without using one of the credit affiliates, is there a way to import those, under Manual?
- Where can I find the signed contracts?
- How to update the overview screen
- Is there a payment plan for the business in a box system?