How to add a new customer?
To add a new customer follow these steps - 1.Select 'Customers' from the left sidebar 2.Choose 'customers' subsection in this 3.Click 'Add Customer' on the right...
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updated 10 months ago
How to add customer groups?
To add a new customer follow these steps - 1.Select 'Customers' from the left sidebar 2.Choose 'Groups' subsection in this 3.Click 'Add Group' on the right ...
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updated 10 months ago
How to add a new document containing a policy?
To add a new document follow these steps - 1.Select 'Documents' from the left sidebar 2.Choose the' Documents' subsection in this 3.Click 'Add Document' on the right ...
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