Difference between revisions of "Main Page"

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(SchemeServe User Guide)
 
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* [[Editing Your Web Pages including "About Us"]]
 
* [[Editing Your Web Pages including "About Us"]]
 
* [[Creating Web Pages]]
 
* [[Creating Web Pages]]
* [[Using Custom CSS]]
 
* [[Using Custom JavaScript]]
 
 
* [[How to Insert an Image into a Web Page]]
 
* [[How to Insert an Image into a Web Page]]
 
* [[Viewing/Editing your User Profile]]
 
* [[Viewing/Editing your User Profile]]
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'''Quotations & Policy Administration'''
 
'''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]]
 
* [[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]]
 
* [[Making Notes]]
 
* [[Making Notes]]
 +
* [[Making use of aggregation]]
 
* [[Switching Agent for an existing Case]]
 
* [[Switching Agent for an existing Case]]
* [[Permanently Deleting a Renewal/Adjustment/New Premium]]
+
* [[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]]
 +
* [[Importing Client Details from External Sources]]
 +
* [[Exporting Client Details for External Use]]
 
'''Agents'''
 
'''Agents'''
 
* [[Searching for existing Agents]]
 
* [[Searching for existing Agents]]
 
* [[Jumping straight to a specific Agent]]
 
* [[Jumping straight to a specific Agent]]
 
* [[Editing Agent account details]]
 
* [[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]]
 
* [[Commission Chains|Paying Commissions to Multiple Parties]]
 
* [[Creating White Label Agent Websites]]
 
* [[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]]
* [[Setting Payment Collection Dates]]
+
*[[Recording a Cheque Payment on a Case]]
* [[Allowing Payments by Invoice]]
+
*[[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'''
 
'''Optional Extensions'''
 
* [[Extensions#Postcode_Address_Lookup|Postcode Address Lookup]]
 
* [[Extensions#Postcode_Address_Lookup|Postcode Address Lookup]]
 
* [[Extensions#Card_Processing|Card Processing]]
 
* [[Extensions#Card_Processing|Card Processing]]
* [[Extensions#Direct_Debit|Direct Debit]]
+
* [[Extensions#Direct_Debit_Payment_Facilities|Direct Debit]]
 
* [[Extensions#DVLA_.28Vehicle_Registration.29_Lookup|DVLA Lookup]]
 
* [[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 Schemes|Schemes]]
 
* [[Editing Schemes|Schemes]]
* [[Editing Questions/Proposals|Questions/Proposals/Applications]]
+
* [[Activating Your Scheme |Activating Schemes]]
 +
* [[Adding or Editing Questions for a Scheme|Questions/Proposals/Applications]]
 
* [[Editing Document Templates|Document Templates]]
 
* [[Editing Document Templates|Document Templates]]
 
* [[User Types and Permissions|User Types & Permissions]]
 
* [[User Types and Permissions|User Types & Permissions]]
 
* [[Editing Insurers|Insurers]]
 
* [[Editing Insurers|Insurers]]
* [[Editing Rates|Rates & Rating]]
+
* [[Introduction to Rates in SchemeServe|Rates & Rating]]
* [[Editing Endorsements|Endorsement Library]]
+
* [[Endorsements – Adding a New Condition|Endorsement Library]]
* [[Editing Rules|Rules & Referrals]]
+
* [[Editing and Creating Rules|Rules & Referrals]]
 +
* [[Checking for sanctions|Sanctions Checking]]
 
* [[Editing Excesses|Claim Excess Defaults]]
 
* [[Editing Excesses|Claim Excess Defaults]]
* [[Editing File Lookups|File Lookups]]
+
* [[Creating File Lookups|File Lookups]]
 
* [[Editing Postcode Lists|Postcode Lists]]
 
* [[Editing Postcode Lists|Postcode Lists]]
 
* [[Auditing with SchemeServe|Auditing]]
 
* [[Auditing with SchemeServe|Auditing]]
 
* [[Working with Groups|Groups]]
 
* [[Working with Groups|Groups]]
* [[Importing Existing Data]]
+
* [[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 and Editing 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'''
 
* [[Using Your Existing Domain Name with SchemeServe]]
 
* [[Using Your Existing Domain Name with SchemeServe]]
 
* [[Redirecting from your Existing Website to SchemeServe]]
 
* [[Redirecting from your Existing Website to SchemeServe]]
 
* [[Changing Scheme/Case Term Length]]
 
* [[Changing Scheme/Case Term Length]]
* [[Preventing mail being marked as spam]]
+
* [[Development Mode]]
 +
* [[Formula Sandbox]]
 +
* [[Custom Email Authentication]]
 
* [[How to email your staff on refer]]
 
* [[How to email your staff on refer]]
 
* [[Building a Quick Quote process]]
 
* [[Building a Quick Quote process]]
 
* [[How to customise your Get Quote process]]
 
* [[How to customise your Get Quote process]]
 
* [[More advanced documents]]
 
* [[More advanced documents]]
* [[More advanced reports]]
 
 
* [[Adding DVLA Lookup to your Questions and Rating]]
 
* [[Adding DVLA Lookup to your Questions and Rating]]
 
* [[Creating hidden fields in your questions]]
 
* [[Creating hidden fields in your questions]]
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* [[Creating a single address line in documents]]
 
* [[Creating a single address line in documents]]
 
* [[Adding hyperlinks in your Questions]]
 
* [[Adding hyperlinks in your Questions]]
 +
* [[Rules Tips & Tricks]]
 
* [[Copying schemes]]
 
* [[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>
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<td width="50%" valign="top">
 
<td width="50%" valign="top">
  
== About SchemeServe Insurance Software ==
+
==Welcome to SchemeServe Help==  
  
<table cellspacing="0">
+
This is our SchemeServe software Help Guide. See our [https://www.SchemeServe.com/ insurance software] website for more information on SchemeServe and related products.
<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.SchemeServe.com Product Overview]
 
* [http://www.SchemeServe.com/support/ Getting Support]
 
* [http://support.admnetwork.com/forums/84058-schemeserve-answers Frequently Asked Questions]
 
* [http://www.SchemeServe.com/tour/ Feature Tour]
 
</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.SchemeServe.com/signup/ Pricing & Free Trial]
 
* [http://www.admnetwork.com/terms.html Terms of Use]
 
* [http://www.admnetwork.com Who Are ADM?]
 
</td>
 
</tr>
 
</table>
 
  
 
+
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
==What is wiki.schemeserve.com?==
 
 
 
This wiki is a community-driven SchemeServe software Help Guide.  See our [http://www.SchemeServe.com/ insurance software] website 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.
 
 
 
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.
 
 
 
For a 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