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1-866-791-0224

Collection Software Training Videos


Users

  • Entering New Users and Collectors
  • Managing User Permissions and Access

Documents

  • Using the DocFolder Tab
  • Using DocGen and Mail-Merge to Automatically Create Documents

Cases

  • Entering a New Case
  • Searching for Cases
  • Using the Case File Importer Tool
  • Using the Case and Debtor File Updater Tools
  • Using the Bulk Case Management Tool
  • Using the Case File Exporter Tool

Other

  • Entering a New Client
  • Creating Custom Fields in Simplicity
  • Managing Collection Statuses
  • Using the Client Portal

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