Support Portal

Customize the Applications to a Record Type provides more detail about each Record Type.  Make sure the Applications are reflected to your business's, ...

After making any updates or edits to the Retention Schedule or Publication Options you are REQUIRED to approve your Business Functions to reflect the update...

The BUSINESS FUNCTIONS page, shows at a high level the FUNCTIONS, # of RECORD TYPES in that Function, CONTACT (Typically the Records Coordinator associated ...

The calendar gives you the ability to systematically view any past or upcoming communications. You can view the calendar weekly or monthly and/or by specifi...

  The Custom Communication Dashboard displays statistics on your entire custom communication library.  The bottom half of the screen displays your list of ...

Adding Data Classification to a Record Type is very easy and provides more detail about each Record Type, and it can be added from settings tab as shown bel...

  The Disposal notice Dashboard displays statistics on your entire custom communication library.  The bottom half of the screen displays your list of custo...

Create a list of recipients to prepopulate on a communication or edit previous lists created. This is most useful when sending communications to a set numbe...

While in Program Enforcement, you are able to create categories for your communications. These categories are used to groups your communications. Click SET...

At any point you are able to update the Retention Periods of a Record Types. Follow the steps below to make any necessary updates. 1. Check the Box next to...