Administration perspective
- ★ Editing ACHWORKS Account Information to the System
- ★ Approve/Unapprove/Deactivate an appraiser profile under the company
- ★ Adding ACHWORKS Account Information to the System
- ★ Registering on ValueLink Connect
- ★ Add/Edit E&O/Insurance (Admin & Staff User Role)
- ★ How to Reset your Password
- ★ Setting up Vacation Schedule
- ★ Add/Edit Coverage Area to a Vendor’s Profile
- ★ Add/ Edit Supporting Documents to a Vendor’s Profile
- ★ Add/Edit Appraiser License (Admin & Staff User Role)
- ★ Edit a Vendor's Profile
- ★ Adding & Editing Payment Information in the System
- How to Create and Manage Product Fee Tables in Connect
- How to Manually Sync Your Vendor Profile with Clients
- How to Mark Yourself as UAD 3.6 Eligible in Connect
- As a Removed Vendor, Continue Working on Connect
- Deleting a Vendor from Your Company Account
- How to Remove ACHWorks Account Information
- Manage Accounts Receivable
- Add/Edit Qualifications
- Manage Billing Statements
- Manage Accounts Payable
- Registration with ValueLink Clients
- Set or Manage Appraiser Permissions
- Create Custom Reports in the System
- Mark profile as busy
- Define Fee Split for your company appraisers
- Configuring Order Statuses for your Company
- Configuring Email Alerts
- Configuring Transaction Types for your Company