0:00:45 - Portal Applications
- Applying for a license through a portal, filling out required fields, and attaching property and contact information.
0:07:17 - Portal Renewals
- Renewing a license through a portal, reviewing and submitting the renewal application.
0:07:17 - Renewal process
- Explaining the process of renewing licenses or entities, including options to renew through email or directly on the portal.
0:08:44 - Payment processing
- Mentioning that the renewal process requires payment and is available if the user has payment processing with the company.
0:08:47 - Auto Renewal
- A renewal option where fields are pre-filled based on previous information, and payment is required at the time of renewal.
0:09:32 - Review Renewal
- A renewal option where fields are not pre-filled, and payment is not required at the time of renewal.
0:10:49 - Reviewing changes
- Discussing the review renewal portal, where users can review any changes made to their entity and submit a new application if necessary.
0:13:24 - Generating invoices for license renewal
- Generating invoices for license renewal in the I Work module, including setting the due date and selecting the appropriate template status.
0:16:51 - Email notifications for renewal
- Explaining how to set up email notifications for applicants to remind them when it is time to renew their licenses or entities.
0:16:51 - Setting up email notifications for license renewal
- Learning how to notify applicants about license renewal through email notifications in the I Work module.
0:17:57 - Customizing renewal emails
- Finding out how to customize the email notifications for license renewal, including adding verbiage and including the invoice link.
0:20:57 - Changing expiration dates in licenses
- Learning how to change the expiration dates in licenses, whether manually adding new licenses or updating existing ones.
0:25:21 - License settings
- Finding out where to access the license settings in the I Work module to change the time periods for licenses.
0:26:06 - Renewal alerts
- Discovering whether there are alerts available when people renew their licenses and how to enable notifications for different actions in the I Work module.
0:26:57 - Inspection Requests
- Enabling applicants or businesses to request inspections directly on the portal and managing and scheduling those requests.
0:28:05 - Letters, reports, and web forms
- Explaining the different types of documents that can be generated, including letters, reports, and web forms, and how they differ in terms of content and customization options.
0:29:19 - Access to Tabs
- Discussing the availability of different tabs in the portal, such as web, invoices, and data uploads, based on user roles and module versions.
0:31:36 - Inactive License Types
- Handling license types that do not appear in the entity dropdown and may be marked as inactive in the license tab.
-------------
For the best webinar experience, view it in Google Chrome.
If you have any questions, please contact our support team.
(888)655-1259 |
support@iworq.com----
----------------------------------------------------------------------------------------
Interested in adding License Management Software to your iWorQ account?
Request a demo.
https://iworq.com/systems/license-management-software/#demo
-----------------------------------------------------------------------------------------