FAQs

FAQ :: Cancel Subscription
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, Aug 13, 2025 at 4:57 PM
FAQ :: Update Billing
You can update your card information and billing email by selecting the Update Billing Information button. Application Link: Admin > Billing  Ch...
Wed, Aug 13, 2025 at 4:57 PM
FAQ :: Adding Users
Adding team members in AFrame is quick and simple, helping you keep everyone connected and organized. Whether you’re bringing on a new agent, assistant, or ...
Wed, Aug 20, 2025 at 3:02 PM
FAQ :: Removing Users
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, Aug 13, 2025 at 4:55 PM
FAQ :: Customizing Dashboard View
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...
Wed, Aug 13, 2025 at 5:00 PM
FAQ :: Finding Past Transactions for Contacts
Contact Detail Page You can find the past transactions under the transaction tab on the contact's information view. Search for the contact/manage...
Mon, Aug 18, 2025 at 3:13 PM
FAQ :: Setting Up a Secondary Date Placeholder to Calculate Contingency Response Dates
When using due date formulas in AFrame, you’ll need a static reference date—a specific date from the Dates tab, such as the Effective Date, Closing Date, or...
Mon, Aug 18, 2025 at 10:34 AM
FAQ :: Restoring Default Task Templates
If you’ve accidentally deleted or heavily edited your default task templates, no worries—you can easily restore them! You can revert the edited templates ba...
Wed, Aug 20, 2025 at 3:07 PM
FAQ :: Access Saved Searches
To find your saved searches you will go to My Profile > Saved Searches (https://www.aframeonline.com/afs/app/MyAccountSavedSearches.action). If y...
Wed, Aug 13, 2025 at 5:45 PM
FAQ :: Exporting tcDocs Transactions/Contacts
Please watch our quick video on how to export transactions and contacts out of tcDocs: https://www.loom.com/share/090890e3b4fd40acb9dfd76310872d4a?sid=7567...
Wed, Aug 13, 2025 at 5:47 PM