Adam Bishop
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Hi Morris, This topic is covered in great detail in the below article. The step-by-step instructions will show you how to do this... http://wiki.schemeserve.com/index.php?title=More_advanced_docum...
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Hi Leslie, This topic is covered in great detail in the below article. The step-by-step instructions will show you how to do this... http://wiki.schemeserve.com/index.php?title=More_advanced_docum...
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User Types & Permissions There are three Types of user in Schemeserve, Administrators, PowerUsers and Users... Administrators Administrators would normally be senior management and IT staff who hav...
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Introduction SchemeServe comes with all the tools necessary to customise the look and feel and create any webpages you might need (see Edit your Web Pages, Logo, Theme & CSS but sometimes it might ...
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Introduction Creating hidden fields in your Questions can be very useful. You can use them for internal note taking and underwriting purposes, or even to add fields that can be precalculated, manip...
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HI Morris, A lot of people ask this, so we've put together a full guide below... ---- NB: For up-to-date information on which SchemeServe plans include the option to use your own domain name, pleas...
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Go to Admin > Website. The General Tab should be selected by default. Find the 'Logo' section. Put the mouse over the logo box and click the link Upload logo file. Select the 'Browse' Button, brows...
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The following method is useful for showing your underwriters exactly what fields from your application are being used in your document templates, prior to their approval of your scheme. Enter the ...
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This is very straightforward, please see our Help Guide article on the topic here: http://wiki.schemeserve.com/index.php?title=Editing_default_Claim_Types