Admin

Custom Reports

Custom Reports helps to create number of customizes reports. Steps to Create Custom Reports On the Tools menu, in Designer Group, click the Custom Reports. The Custom Reportswindow opens as a tab in the workspace. The workspace is divided into two parts. The Left ...

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Print Details

Print Details is used to add remarks at header and footer, add jurisdiction terms and conditions, policy, declaration and other details on the print layout of the transaction. Steps to Create Print Details On the Tools menu, in Designer Group, click the Print ...

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Custom Fields

Custom Fields Master helps to add new fields in Transaction and Master. Steps to Create Custom Fields On the Tools menu, in Designer Group, click the Custom Fields. The Custom Fields window opens as a tab in the workspace. On left hand side i.e. ...

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Field Designer

Field Designer Field Designer is used to Design and Configure various fields on Document, Master and Reports as per the requirement and role or permission given to the user. This allows user to partially configure fields as Disable, Invisible, Mandatory, Rename, ...

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