Connect Tutorials

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Welcome to the Connect Tutorials Page

Click on the category you want to learn about.

  • All
  • Order Management
  • Admin Management
  • Accounts Payable
  • Accounts Receivable
  • The Connect Dashboard
  • Order Search
  • Add New Order
  • Accept Orders from Integrated Systems
  • Decline an Order
  • View Order Details
  • Edit Order Details
  • Updating Products and Fees
  • Set Order Due Dates
  • Edit Contact Information
  • Flag an Order
  • Assign an Order
  • Upload Order Status
  • Send Messages to Clients and Vendors
  • Add Supporting Documents
  • Inspection Scheduling
  • Uploading Appraisal Reports
  • Completing an Order and Delivering Reports
  • View Order Invoice
  • View and Edit Company Profile
  • Add Supporting Documents
  • Add New Admin Users
  • View Edit Client Information
  • Add New Clients
  • Add Client Branches
  • View and Edit Vendor Profiles
  • Add New Vendors
  • Add Vendor License Information
  • Add Coverage Area for Vendors
  • Add Supporting Documents to Vendor Profiles
  • Add New users to Vendor Profiles
  • Set Vendor Fee Split
  • Add-Edit Vendor Qualifications
  • View and Manage Products
  • Activate-Deactivate Products
  • Set Up Common Responses
  • Activate-Deactivate Transaction Types
  • Manage Event Alerts
  • Manage Order Status
  • Add New Payment
  • Search New Payment
  • Apply Payments on Orders
  • View Client Receivables
  • Edit Payments
  • Delete Payments
  • Unlink Order from Payment
  • Add New Payment
  • Search New Payment
  • Apply Payments on Orders
  • View Client Receivables
  • Edit Payments
  • Delete Payments
  • Unlink Order from Payment

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