FAQs
You can cancel your subscription by selecting the Cancel Subscription button under the billing view. How to get to the billing tab: Admin > Billing ...
Wed, Apr 3, 2024 at 4:22 PM
You can update your card information and billing email by selecting the Update Billing InformationĀ button. Application Link: Admin > Billing Ch...
Wed, Apr 3, 2024 at 4:23 PM
You have two choices for removing a user: deactivate or delete. We recommend that you deactivate users rather than deleting them. Deactivate: This will pl...
Wed, Apr 3, 2024 at 7:07 PM
You have the opportunity to customize your open transaction views on your dashboard. First, you can select if you want to view all transactions or just tran...
Fri, May 3, 2024 at 12:43 PM
You can find the past transactions under the transaction tab on the contact's information view. Search for the contact/managed agent. Select the n...
Fri, May 3, 2024 at 11:44 AM
To find your saved searches you will go to My Profile > Saved Searches (https://www.aframeonline.com/afs/app/MyAccountSavedSearches.action) If you need...
Fri, Jun 7, 2024 at 4:52 PM
Please watch our quick video on how to export transactions and contacts out of tcDocs: https://www.loom.com/share/090890e3b4fd40acb9dfd76310872d4a?sid=7567...
Mon, Mar 18, 2024 at 3:29 PM
Please follow these instructions on how to export transactions and contacts out of Open To Close: Contacts Select the Contacts tab to view your contact ...
Mon, Jul 15, 2024 at 6:25 PM