Difference between revisions of "Main Page"

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* [[Uploading existing Case Documentation/Files]]
 
* [[Uploading existing Case Documentation/Files]]
 
* [[Making Notes]]
 
* [[Making Notes]]
 +
* [[Making use of aggregation]]
 
* [[Switching Agent for an existing Case]]
 
* [[Switching Agent for an existing Case]]
 
* [[Permanently Deleting a Case Record]]
 
* [[Permanently Deleting a Case Record]]
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* [[Jumping straight to a specific Agent]]
 
* [[Jumping straight to a specific Agent]]
 
* [[Editing Agent account details]]
 
* [[Editing Agent account details]]
* [[Importing Agent Details from External Sources]]
 
 
* [[Exporting Agent Details for External Use]]
 
* [[Exporting Agent Details for External Use]]
 
* [[Deleting an Agent Permanently]]
 
* [[Deleting an Agent Permanently]]
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* [[Editing Agent User Accounts]]
 
* [[Editing Agent User Accounts]]
 
* [[Adding a Terms of Business file to an Agent]]
 
* [[Adding a Terms of Business file to an Agent]]
 +
* [[How to make reports visible to Agents]]
 
'''Claims'''
 
'''Claims'''
 
* [[Searching for existing Claims]]
 
* [[Searching for existing Claims]]
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*[[Reporting and Accounting for Direct Debit Payments]]
 
*[[Reporting and Accounting for Direct Debit Payments]]
 
*[[Monthly Instalment Calculations]]
 
*[[Monthly Instalment Calculations]]
 +
*[[BACS AUDDIS / ADDACS / ARUDD Reason Codes]]
 
'''Optional Extensions'''
 
'''Optional Extensions'''
 
* [[Extensions#Postcode_Address_Lookup|Postcode Address Lookup]]
 
* [[Extensions#Postcode_Address_Lookup|Postcode Address Lookup]]
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* [[Extensions#Direct_Debit_Payment_Facilities|Direct Debit]]
 
* [[Extensions#Direct_Debit_Payment_Facilities|Direct Debit]]
 
* [[Extensions#DVLA_.28Vehicle_Registration.29_Lookup|DVLA Lookup]]
 
* [[Extensions#DVLA_.28Vehicle_Registration.29_Lookup|DVLA Lookup]]
 +
* [[Extensions#SMS_Messaging|SMS Messaging]]
 +
* [[Google_analytics|Google Analytics]]
 +
'''Security'''
 +
* [[Resetting your support Master PIN|Master PIN Reset]]
 
'''Administration'''
 
'''Administration'''
 
* [[Editing Schemes|Schemes]]
 
* [[Editing Schemes|Schemes]]
 +
* [[Activating Your Scheme |Activating Schemes]]
 
* [[Adding or Editing Questions for a Scheme|Questions/Proposals/Applications]]
 
* [[Adding or Editing Questions for a Scheme|Questions/Proposals/Applications]]
 
* [[Editing Document Templates|Document Templates]]
 
* [[Editing Document Templates|Document Templates]]
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* [[Endorsements – Adding a New Condition|Endorsement Library]]
 
* [[Endorsements – Adding a New Condition|Endorsement Library]]
 
* [[Editing and Creating Rules|Rules & Referrals]]
 
* [[Editing and Creating Rules|Rules & Referrals]]
 +
* [[Checking for sanctions|Sanctions Checking]]
 
* [[Editing Excesses|Claim Excess Defaults]]
 
* [[Editing Excesses|Claim Excess Defaults]]
 
* [[Creating File Lookups|File Lookups]]
 
* [[Creating File Lookups|File Lookups]]
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* [[Auditing with SchemeServe|Auditing]]
 
* [[Auditing with SchemeServe|Auditing]]
 
* [[Working with Groups|Groups]]
 
* [[Working with Groups|Groups]]
 +
* [[Multipage|How To Use Multipage In Your Scheme]]
 +
* [[How To set your rules up for the IPT Rate change]]
 
'''Accounting'''
 
'''Accounting'''
 
* [[Accounting with SchemeServe]]
 
* [[Accounting with SchemeServe]]
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* [[Changing Scheme/Case Term Length]]
 
* [[Changing Scheme/Case Term Length]]
 
* [[Development Mode]]
 
* [[Development Mode]]
* [[Preventing mail being marked as spam]]
+
* [[Formula Sandbox]]
 +
* [[Custom Email Authentication]]
 
* [[How to email your staff on refer]]
 
* [[How to email your staff on refer]]
 
* [[Building a Quick Quote process]]
 
* [[Building a Quick Quote process]]
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* [[Creating a single address line in documents]]
 
* [[Creating a single address line in documents]]
 
* [[Adding hyperlinks in your Questions]]
 
* [[Adding hyperlinks in your Questions]]
 +
* [[Rules Tips & Tricks]]
 
* [[Copying schemes]]
 
* [[Copying schemes]]
 +
* [[When things go wrong]]
 +
'''Importing Data'''
 +
* [[Importing Agents]]
 +
* [[Importing Cases]]
 +
'''Printable Guides'''
 +
* [[Guide:Creating a rule to refer at a specific sum insured]]
 +
'''Due Diligence'''
 +
* [[Frequently asked questions about due diligence]]
 
</td>
 
</td>
 
</tr>
 
</tr>
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==Welcome to SchemeServe Help==  
 
==Welcome to SchemeServe Help==  
  
This is our SchemeServe software Help Guide. See our [http://www.SchemeServe.com/ insurance software] website for more information on SchemeServe and related products.
+
This is our SchemeServe software Help Guide. See our [https://www.SchemeServe.com/ insurance software] website for more information on SchemeServe and related products.
  
If you can not find what you are after and believe that it should be listed in the help guide please raise a support ticket here: http://support.admnetwork.com/tickets/new
+
If you can not find what you are after and believe that it should be listed in the help guide please raise a support ticket here: https://support.schemeserve.com/tickets/new
  
 
'''The SchemeServe Team'''
 
'''The SchemeServe Team'''
 
== About SchemeServe Insurance Software ==
 
 
<table cellspacing="0">
 
<tr>
 
<td colspan="2">
 
If you're not yet an SchemeServe user, you may find the following articles of interest:
 
</td>
 
</tr>
 
<tr style="background: #eef">
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-left: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
 
* [http://www.SchemeServe.com Product Overview]
 
* [http://www.schemeserve.com/theService/passionate-support/ Getting Support]
 
* [http://support.admnetwork.com/forums/84058-schemeserve-answers Frequently Asked Questions]
 
* [http://www.schemeserve.com/thePlatform/ Feature Tour]
 
* [http://www.schemeserve.com/theService/api/ API]
 
</td>
 
<td style="vertical-align:top; border-top: 1px solid #ccf; border-right: 1px solid #ccf; border-bottom: 1px solid #ccf; padding: 1em;">
 
* [http://www.schemeserve.com/theService/contact-us/ Pricing & Free Trial]
 
* [http://www.insurancesoftware.co.uk Insurance Software Blog]
 
* [http://www.schemeserve.com/docs/TermsOfService.pdf Terms of Use]
 
* [http://www.schemeserve.com/theService/management-team/ Who Are ADM?]
 
</td>
 
</tr>
 
</table>
 

Latest revision as of 15:20, 15 November 2018

SchemeServe User Guide

Your Company & Website

Quotations & Policy Administration

Clients

Agents

Claims

Debiting Your Customers

Optional Extensions

Security

Administration

Accounting

Reports

Developers / API

Tips & Tricks

Importing Data

Printable Guides

Due Diligence

 

Welcome to SchemeServe Help

This is our SchemeServe software Help Guide. See our insurance software website for more information on SchemeServe and related products.

If you can not find what you are after and believe that it should be listed in the help guide please raise a support ticket here: https://support.schemeserve.com/tickets/new

The SchemeServe Team