Configure Account Management

• How to Set Up Security Groups
• Updating My User Profile and Password
• How to Reset a Password for Another User
• How to Set Up Departments
• How to Make Department Assignments
• Configure Tab Overview
• Configure App Settings
• Configure App Billing
• Configure Hierarchy Management
• Configure Notifications
• How to Create Document Overlays for Flow Requests
• How to Add Picture IDs for Flow Templates
• How to Add Confirmation Messages for Flow Templates
• How to Add Signature Descriptions for Flow Templates
• Flow Components: Emails and SMS Messages
• How to Add PINs for Flow Templates
• How to Add Verification Header Messages for Flow Requests
• How to Add Verification Footers for Flow Requests
• Templates: Add and Edit Flow, Card, Cash, and Check Templates
• Verifying an Email Identity & Tips
• How to Use Custom Branding
• How to Add a Redirect Link and Description to Flow Templates