Tutorials

1-Tier Configuration

• Create a Funding Variation

2-Tier Configuration

• Create a Potential Variation for a Funding
  • Email a Potential Variation for a Funding
• Create a Funding Variation

Custom Fields & Configurable Fieldsets

An asterisk (*) below indicates the task is performed in the Admin tool. 

• Create New Custom Fields ^*
• Create New Configurable Fieldsets ^*

Progress Claims

• Create a Funding Progress Claim
• Set or Release Retention on a Funding Progress Claim
• Email a Funding Progress Claim
• Export a Funding Progress Claim

Configurable PDFs

• Create a Configurable PDF of a Funding Progress Claim
• Edit a Configurable PDF of a Funding Progress Claim

Payments

• Create a Payment Received