Branding

• SSL for Custom Domains
• Site CSS
• Logos & Domains
• Calendar Colors

Chat

• Chat Permissions
• Chat Logs

Documents

• Document Management
• Document Labels

Email

• Managing Visitor Tracking Sites
• Manage Email Validation
• Email Templates
• Email History
• Email Binding Configuration

E-Signature

• E-Signature FAQ
• Mapping Recordsets
• Enabling Attachment Uploads In E-Signature Apps
• Unlocking PDF Files
• Secure E-Signature Applications
• PDF Mappings

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Helpdesk

• Helpdesk Access for Merchants
• Manage Helpdesk Ticket Types

Home Page

• Upload Media
• Slideshows Statistics
• Slideshows & Pop-Ups
• Lead Dashboards
• Home Tabs
• Custom Tables

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Integrations

• Westamerica Bank Application Uploads
• Clearent Integration Guide
• Conformance Technology Integration

Leads

• Campaigns
• Lead Sources
• Lead Tabs
• Manage Lead Fields
• Pricing Templates
• Proposal Generator Templates

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Logs

• Security Export Alerts
• Secure Fields
• Merchant Status Changes
• How to Restore Deleted Leads
• Export Logs

Merchants

• Add Merchant
• Hiding and Disabling Statements for Merchant Users
• Merchant Importer
• Merchant Management
• Merchant User Metrics
• My Merchants

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Payments

• Paya ACH History
• Paya ACH Profiles
• Credit Card Profiles
• Invoice Templates
• Invoices Widget

POST API

• Uploading Files With POST API
• Manage POST Token URLs
• Manage Incoming POST Leads
• Manage Incoming POST Data

Processors

• Processor Tabs
• Processor Settings
• Memo Tracker Keywords
• Contact Numbers
• Batch Health
• Account Status Tab

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Residuals

• Calculated Columns
• Importing Residuals
• Line Items
• PASO Features
• PASO Residuals Templates
• Paying Residuals By ACH

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TurboApp

• Boarding APIs
• Default Values
• Field Mappings
• First Data Grids
• Sales IDs

Users & Groups

• Using Groups to Segment Access to Leads, Merchants, and More
• Setup Wizard
• Manage User Accounts
• Setting Up SSO
• CRM Billing
• Controlling Access with User Class Permissions