Difference between revisions of "Main Page"

From SchemeServe Help
Jump to: navigation, search
m (Colin - text changes for Policy to Cases)
 
(154 intermediate revisions by 14 users not shown)
Line 1: Line 1:
<big>'''SchemeServe Help & Support'''</big>
 
 
 
<table><tr><td width="50%" valign="top">
 
<table><tr><td width="50%" valign="top">
== User Guide ==
+
== SchemeServe User Guide ==
  
 
<table cellspacing="0" width="100%">
 
<table cellspacing="0" width="100%">
 
<tr style="background: #eef">
 
<tr style="background: #eef">
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-left: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-left: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
'''Your Account/Profile'''
+
'''Your Company & Website'''
* [[Viewing/Editing your Homepage]]
+
* [[Add Your Logo]]
* [[How to Insert an Image into a Homepage Article]]
+
* [[Changing the Colour Scheme]]
 +
* [[Editing Your Web Pages including "About Us"]]
 +
* [[Creating Web Pages]]
 +
* [[How to Insert an Image into a Web Page]]
 
* [[Viewing/Editing your User Profile]]
 
* [[Viewing/Editing your User Profile]]
 
* [[Viewing/Editing your Company details]]
 
* [[Viewing/Editing your Company details]]
'''Policies / Quotations'''
+
* [[Editing Useful Documents on your homepage]]
 +
* [[What do Labs/Beta/Production mean]]
 +
'''Quotations & Policy Administration'''
 
* [[Getting a Quote]]
 
* [[Getting a Quote]]
 +
* [[Creating a Case]]
 
* [[Searching for existing Cases]]
 
* [[Searching for existing Cases]]
 
* [[Jumping straight to a specific Case]]
 
* [[Jumping straight to a specific Case]]
 +
* [[Case Statuses]]
 +
* [[Dates on a Policy]]
 
* [[Renewing Cases]]
 
* [[Renewing Cases]]
 
* [[Adjusting Cases]]
 
* [[Adjusting Cases]]
 
* [[Cancelling Cases]]
 
* [[Cancelling Cases]]
* [[Adding Endorsements to Cases]]
+
* [[About Endorsements Tab, Adding/Deleting Conditions or a Memorandum to an Endorsement]]
 
* [[Generating new Case Documentation]]
 
* [[Generating new Case Documentation]]
 
* [[Uploading existing Case Documentation/Files]]
 
* [[Uploading existing Case Documentation/Files]]
* [[Recording Claims]]
 
 
* [[Making Notes]]
 
* [[Making Notes]]
* [[Switching Broker for an existing Case]]
+
* [[Making use of aggregation]]
* [[Permanently Deleting a Renewal/Adjustment/New Premium]]
+
* [[Switching Agent for an existing Case]]
 +
* [[Permanently Deleting a Case Record]]
 +
* [[Auditing Changes to Cases including Direct Debit Schedules]]
 
'''Clients'''
 
'''Clients'''
 
* [[Searching for existing Clients]]
 
* [[Searching for existing Clients]]
 
* [[Jumping straight to a specific Client]]
 
* [[Jumping straight to a specific Client]]
 
* [[Editing Client account details]]
 
* [[Editing Client account details]]
'''Brokers'''
+
* [[Importing Client Details from External Sources]]
* [[Searching for existing Brokers]]
+
* [[Exporting Client Details for External Use]]
* [[Jumping straight to a specific Broker]]
+
'''Agents'''
* [[Editing Broker account details]]
+
* [[Searching for existing Agents]]
 +
* [[Jumping straight to a specific Agent]]
 +
* [[Editing Agent account details]]
 +
* [[Exporting Agent Details for External Use]]
 +
* [[Deleting an Agent Permanently]]
 +
* [[Resend Welcome Emails to Agents]]
 +
* [[Adding a Note on an Agent]]
 +
* [[Assigning a Scheme to an Agent]]
 +
* [[Setting an Agent's Commission]]
 +
* [[Adding a Custom Agreement to an Agent Record]]
 +
* [[Commission Chains|Paying Commissions to Multiple Parties]]
 +
* [[Creating White Label Agent Websites]]
 +
* [[Disabling an Agent's Account]]
 +
* [[Enabling an Agent's Account]]
 +
* [[Editing Agent User Accounts]]
 +
* [[Adding a Terms of Business file to an Agent]]
 +
* [[How to make reports visible to Agents]]
 
'''Claims'''
 
'''Claims'''
 
* [[Searching for existing Claims]]
 
* [[Searching for existing Claims]]
 +
* [[Jumping Straight to a Specific Claim]]
 +
* [[Exporting Claim Data for External Use]]
 
* [[Recording Claims]]
 
* [[Recording Claims]]
 
* [[Editing existing Claims]]
 
* [[Editing existing Claims]]
 
'''Debiting Your Customers'''
 
'''Debiting Your Customers'''
* [[Taking Card Payments]]
+
*[[Taking Card Payments]]
* [[Using Direct Debit]]
+
*[[Taking a Card Payment on a Case]]
* [[Allowing Payments by Invoice]]
+
*[[Recording a Cheque Payment on a Case]]
 +
*[[Recording a Bank Payment on a Case]]
 +
*[[Enabling Direct Debit]]
 +
*[[Managing Direct Debit Schedules]]
 +
*[[Auditing Changes to Cases including Direct Debit Schedules]]
 +
*[[Allowing Payments by Invoice]]
 +
*[[Reporting and Accounting for Direct Debit Payments]]
 +
*[[Monthly Instalment Calculations]]
 +
*[[BACS AUDDIS / ADDACS / ARUDD Reason Codes]]
 +
'''Optional Extensions'''
 +
* [[Extensions#Postcode_Address_Lookup|Postcode Address Lookup]]
 +
* [[Extensions#Card_Processing|Card Processing]]
 +
* [[Extensions#Direct_Debit_Payment_Facilities|Direct Debit]]
 +
* [[Extensions#DVLA_.28Vehicle_Registration.29_Lookup|DVLA Lookup]]
 +
* [[Extensions#SMS_Messaging|SMS Messaging]]
 +
* [[Google_analytics|Google Analytics]]
 +
'''Security'''
 +
* [[Resetting your support Master PIN|Master PIN Reset]]
 
'''Administration'''
 
'''Administration'''
* [[Editing Rates]]
+
* [[Editing Schemes|Schemes]]
* [[Editing Document Templates]]
+
* [[Activating Your Scheme |Activating Schemes]]
* [[Editing Schemes]]
+
* [[Adding or Editing Questions for a Scheme|Questions/Proposals/Applications]]
* [[Editing Questions/Proposals]]
+
* [[Editing Document Templates|Document Templates]]
* [[Editing Postcode Lists]]
+
* [[User Types and Permissions|User Types & Permissions]]
* [[Editing Useful Documents on your homepage]]
+
* [[Editing Insurers|Insurers]]
* [[Using Your Existing Domain Name with SchemeServe]]
+
* [[Introduction to Rates in SchemeServe|Rates & Rating]]
* [[Auditing with SchemeServe]]
+
* [[Endorsements – Adding a New Condition|Endorsement Library]]
 +
* [[Editing and Creating Rules|Rules & Referrals]]
 +
* [[Checking for sanctions|Sanctions Checking]]
 +
* [[Editing Excesses|Claim Excess Defaults]]
 +
* [[Creating File Lookups|File Lookups]]
 +
* [[Editing Postcode Lists|Postcode Lists]]
 +
* [[Auditing with SchemeServe|Auditing]]
 +
* [[Working with Groups|Groups]]
 +
* [[Multipage|How To Use Multipage In Your Scheme]]
 +
* [[How To set your rules up for the IPT Rate change]]
 
'''Accounting'''
 
'''Accounting'''
 
* [[Accounting with SchemeServe]]
 
* [[Accounting with SchemeServe]]
 
'''Reports'''
 
'''Reports'''
* [[Viewing Reports]]
+
* [[About SchemeServe Reporting]]
 +
'''Developers / API'''
 +
* [http://www.schemeserve.com/theService/api/ Check out the developers site]
 +
* [[Using Custom CSS]]
 +
* [[Using Custom JavaScript]]
 
'''Tips & Tricks'''
 
'''Tips & Tricks'''
* [[Working with Groups]]
+
* [[Using Your Existing Domain Name with SchemeServe]]
* [[Creating White Label Broker Websites]]
+
* [[Redirecting from your Existing Website to SchemeServe]]
 
* [[Changing Scheme/Case Term Length]]
 
* [[Changing Scheme/Case Term Length]]
 +
* [[Development Mode]]
 +
* [[Formula Sandbox]]
 +
* [[Custom Email Authentication]]
 +
* [[How to email your staff on refer]]
 +
* [[Building a Quick Quote process]]
 +
* [[How to customise your Get Quote process]]
 +
* [[More advanced documents]]
 +
* [[Adding DVLA Lookup to your Questions and Rating]]
 +
* [[Creating hidden fields in your questions]]
 +
* [[Adding time to Inception Dates]]
 +
* [[Creating a single address line in documents]]
 +
* [[Adding hyperlinks in your Questions]]
 +
* [[Rules Tips & Tricks]]
 +
* [[Copying schemes]]
 +
* [[When things go wrong]]
 +
'''Importing Data'''
 +
* [[Importing Agents]]
 +
* [[Importing Cases]]
 +
'''Printable Guides'''
 +
* [[Guide:Creating a rule to refer at a specific sum insured]]
 +
'''Due Diligence'''
 +
* [[Frequently asked questions about due diligence]]
 
</td>
 
</td>
 
</tr>
 
</tr>
Line 66: Line 143:
 
<td width="50%" valign="top">
 
<td width="50%" valign="top">
  
==What is wiki.schemeserve.com?==  
+
==Welcome to SchemeServe Help==  
 
 
This wiki is a community-driven SchemeServe software manual.  See [http://www.insuranceagencysoftware.net/ www.InsuranceAgencySoftware.net] for more information on SchemeServe and related products.
 
  
Wikis improve upon traditional knowledge-bases and product manuals by allowing anyone who registers to create new articles and update existing ones. As Wikipedia has shown, wikis generally end up being more accurate, complete, and up-to-date than their centrally-managed brethren.
+
This is our SchemeServe software Help Guide. See our [https://www.SchemeServe.com/ insurance software] website for more information on SchemeServe and related products.
  
If you would like to contribute to this wiki, '''please''' make sure that the information you would like to add does not already exist. It may be that such material hasn't yet been properly categorised, so it may be necessary to search for it.
+
If you can not find what you are after and believe that it should be listed in the help guide please raise a support ticket here: https://support.schemeserve.com/tickets/new
 
 
== About SchemeServe ==
 
 
 
<table cellspacing="0">
 
<tr>
 
<td colspan="2">
 
If you're not yet an SchemeServe user, you may find the following articles of interest:
 
</td>
 
</tr>
 
<tr style="background: #eef">
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-left: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
 
* [http://www.insuranceagencysoftware.net Product Overview]
 
* [http://www.insuranceagencysoftware.net/support.html Getting Support]
 
* [http://www.insuranceagencysoftware.net/signup.html Frequently Asked Questions]
 
</td>
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-right: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
 
* [http://www.insuranceagencysoftware.net/signup.html Pricing & Sign-Up]
 
* [http://www.admnetwork.com/terms.html Terms of Use]
 
* [http://www.admnetwork.com Who Are ADM?]
 
</td>
 
</tr>
 
</table>
 
 
 
 
 
For a more complete listing of articles available in this Wiki, you can [[Special:Categories|browse the categories.]]
 
 
 
Thanks to everyone for their wiki contributions!
 
  
 
'''The SchemeServe Team'''
 
'''The SchemeServe Team'''
</td>
 
</tr>
 
</table>
 

Latest revision as of 10:20, 15 November 2018

SchemeServe User Guide

Your Company & Website

Quotations & Policy Administration

Clients

Agents

Claims

Debiting Your Customers

Optional Extensions

Security

Administration

Accounting

Reports

Developers / API

Tips & Tricks

Importing Data

Printable Guides

Due Diligence

 

Welcome to SchemeServe Help

This is our SchemeServe software Help Guide. See our insurance software website for more information on SchemeServe and related products.

If you can not find what you are after and believe that it should be listed in the help guide please raise a support ticket here: https://support.schemeserve.com/tickets/new

The SchemeServe Team