System Setup Reference Documents

Employee Records – Setup — (rev 10/19) View PDF

Employee Permissions — (rev 10/19) View PDF

Certification Type – Setup — (rev 10/19) View PDF

Employee Record – How to Adjust — (rev 02/19) View PDF

Task Template – Setup — (rev 02/19) View PDF

Task Notification – Setup — (rev 02/19) View PDF

Default Document Folders – Setup — (rev 02/19) View PDF

Loss Date Rules – Setup — (rev 10/19) View PDF

Loss Date Tracking – Setup — (rev 10/19) View PDF

Budget Factor – Setup — (rev 02/19) View PDF

XA Job Mapping — (rev 07/19) View PDF

Document Merge Resources

Document Merge Instructions — (rev 10/19) View PDF

Merge Data Source – Fields and Descriptions — (rev 10/19) View PDF

Document Templates – How to Add — (rev 02/19) View PDF

RM Merge Data Source View XLS

IMPORTANT: Remember the RM Merge Data Source file must be downloaded to add the merge fields into your word documents.

Office Setup Reference Documents

Email Templates – Setup — (rev 03/19) View PDF

Text Templates – Setup — (rev 03/19) View PDF

Work Order Email Subject Line — (rev 02/19) View PDF

Purchase Order Approval – Setup — (rev 02/19) View PDF

Purchase Order Signature — (rev 02/19) View PDF

Samples

Sample – Correspondence Types — (rev 02/19) View PDF

Samples – Referred By — (rev 02/19) View PDF

Sample – Marketing Categories — (rev 02/19) View PDF

Sample – Categories, Subs & Services — (rev 02/19) View PDF

Samples – Reported By — (rev 02/19) View PDF

Other Resources

Password Reset — (rev 10/19) View PDF