Advize
User Admin Setup
Clients
The Hub
Client Modules
- IVA - Why are my Payouts not showing?
- Trust Deed - Payments Schedule
- Trust Deed Step By Step Guide
- IVA - Cancelled/Failed Case Rundown
- HubSolv Messenger Module
- Income and Expenditure Module (SFS and CFS)
Campaign Management
Workflows And Triggers
- Data Delete Trigger Action
- Creating a Workflow
- List of Workflow Examples
- Creating a Trigger
- List of Triggers and Examples
- Trigger to Generate Documents and Send to Signable
Templating
- How To Avoid Your Emails Going Into Spam Folders
- Guide to creating a letter template
- Creating documents for digital signature
- Guide to creating an email template
- Guide to creating SMS templates
- Using notes in documents
Reporting
- Classic Report Builder
- MI Reporting
- Wallboards
- Getting started with Wallboards
- Building a Report in the MI Report Builder
- Building a report to view status changes
Settings
- Purchasing SMS Credits (HubSolv Messenger)
- Documents Structure - Managing Client Files
- Integration with Signable for eSignature
- Checklists
- GDPR
- Hubsolv Status