Account Set Up
- Texting Integration with Text Request
- Texting Integration with RingCentral
- Texting Integration with Twilio
- SMTP Set-Up for Outlook
- Sole Proprietor Phone Number Verification Process
- Automatic Call Logging (RingCentral)
- Email Signature
- Canopy Connect - How to Use
- My Account Settings
- Workflow Settings (Account Owner Only)
- Overview of MVP Page
- Setting Up Defaults
- Agency MVP Home Page (Dashboard)
- Copy to Clipboard to Guidewire
- EZLynx Integration
- TurboRater Integration
- SMTP Set up for Gmail
- SMTP Set up for Office365
- Hawksoft Integration