NotaryManagerPro Help Index

Contents - Index

NotaryManagerPro Help Index

Add
- How to add a customer
- How to add a new user
- How to add a notary
- How to add a note to a notary's file
Charge
- How to use multiple charge adjustments
Comments
- How to make private comments or comment read only
Confirmation
- How to edit a confirmation letter
- How to email a confirmation letter to a notary
- How to print a confirmation letter
- How to save a confirmation letter
Custom
- How to customize the colorization of your orders
- How to edit a custom report
- How to export a custom report into a PDF
- How to export a custom report into excel
- How to use custom notary titles
Customer
- How to add a customer
- How to delete a customer
- How to export your customers into quickbooks
- How to filter your orders by customer
- How to find a customer
- How to sort the list of customers
- How to view a customer's history
Database
- How to point your client software to read a database on a different computer
Dataview
- How to delete a dataview
- How to select a dataview
Delete
- How to delete a customer
- How to delete a dataview
- How to delete a notary
- How to delete a user
Edit
- How to edit a confirmation letter
- How to edit a custom report
- How to edit a printout of a list of orders from you main screen
- How to edit the list of closer titles available
- How to edit the list of loan types available
- How to edit the status list
Email
- How to change the default email text or subject
- How to change the default reply to address on emails
- How to email a cancellation letter to a customer
- How to email a completion letter to a customer
- How to email a confirmation letter to a notary
- How to set outbound mail servers settings or SMTP settings
Export
- How to export a custom report into a PDF
- How to export a custom report into excel
- How to export your customers into quickbooks
- How to export your orders into quickbooks
- How to export your vendors into quickbooks
- How to export your vendors with orders into quickbooks
Filter
- How to filter your orders by customer
- How to filter your orders by status
- How to filter your orders by who is assigned
- How to search for an order by name, order id, or customer order id
Notary
- How to add a notary
- How to add a note to a notary's file
- How to delete a notary
- How to email a confirmation letter to a notary
- How to export your vendors with orders into quickbooks
- How to find a notary
- How to print and send a letter to your notaries with all their signings combined for one month
- How to print checks for your notaries
- How to sort the list of notaries
- How to use custom notary titles
- How to use the high notary pay message
- How to view a notaries prior orders
- How to view a notary's history
Order
- How to edit a printout of a list of orders from you main screen
- How to export your orders into quickbooks
- How to filter your orders by customer
- How to filter your orders by status
- How to filter your orders by who is assigned
- How to print a list of orders from your main screen
- How to search for an order by name, order id, or customer order id
- How to use the new order alarm
- How to view a list of orders that you have not been paid for yet
- How to view a list of orders you have not paid your notaries for yet
- How to view a notaries prior orders
- How to view your orders within a custom range of dates
Payments
- How to log payments as sent in the system
- How to mark payments as recieved in the system
Print
- How to print a confirmation letter
- How to print a list of orders from your main screen
- How to print and send a collection letter for recievables
- How to print and send a letter to your notaries with all their signings combined for one month
- How to print checks for your notaries
Refresh
- How to stop the refresh function on your main screen
Report
- How to edit a custom report
- How to export a custom report into a PDF
- How to export a custom report into excel
- How to request a quick data report
Sort
- How to sort the list of customers
- How to sort the list of notaries
User
- How to add a new user
- How to change the password of a user
- How to change user's rights (allow, disallow, or read only)
- How to clone a user
- How to delete a user
Version
- How to find out what version of notarymanagerpro you have
Warning
- How to use the minimum profit warning message
- How to use the new order alarm