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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
Show Indio Activities as Notes on your Renewal Activity in Epic
Improve Repeatables UI 2.0
Schedule Templates: Allow required columns in workbooks
Data Collection Tab in Submissions
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
Import cert holder list to Indio for review, and export changes back to CSR24
ACORD 125 Phase 1: Fix exposure duplication in Indio schedules and allow individual schedule rows to be exported