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AGENT - Account Features
Submissions, E-Signature, Managing Accounts & more!
Schedule Templates: How to show and hide decimals on currency fields
Schedule Templates: Allow requirement of signatures on schedules
Schedule Templates: Enable cells with dropdown validation
Show all locations in the payroll schedule, even if they are blank
How to Create a Submission in Indio
Creating a Submission and Adding Forms (Video)
"Renew a Submission" Feature (How-To)
Document Review Requests
Account Activity History
Assigned Agent is Needed for a Submission
Archive a Submission
Submissions List
Submission Locking and Hiding
Document Upload Requests
Agent Preview of Client Requests
Data Collection Tab in Submissions
Schedule Templates: Allow required columns in workbooks
Improve Repeatables UI 2.0
Documents and Document Upload Request (Video)
Insured/Client Basic Information Smart Mapping
Understanding Account Entities & Smart Mapping in Submissions
Create a Schedule Workbook (How-To)
Create a Schedule Workbook - Upload Excel Format (Video)
Create a Schedule Workbook - Import from Epic (Video)
Adding a Note to a Schedule
"Send to Client" Feature
Smart Reminders
"Assigned Users" Feature
How to Attach the Prior Year PDF to a Form
How to Download Comments
Review Form Changes
Renewal "Verification Mode" System (Video)
How To Link Schedule Data To Indio Forms