Quick Guides

Need a quick guide? Then search through our quick and easy guides covering topics from importing to case management.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

How to send an email from a case

Modifying Identification Information in FinView

Modifying Employment Information in a Consumer Debtor's File on FinView

How to Change Validation Status on Contact Information

Understanding the FinView numbering

Uploading New Cases in FinView Using Excel Format

Understanding the Difference Between a Debtor Record and a Debt Collection Case in FinView

What is the Originator of Credit in FinView?

Activate your Portfolio in FinView

What are buckets in FinView?

What are Portfolios in FinView?

Understanding Case File Numbers in FinView

How to Redirect from a Task to a Case.

How to I add an attachment to a task?

How to Add Notes to a Task

How to View the Description of a Task

How to Change the Name of a Task

How to Change the Description of a Task

Setting Up Automatic Email Notifications for Paid and Closed Cases in FinView

Setting Up Workflow Preferences in a FinView Customer Account

Configuring Import Rules for Customer Accounts in FinView

Setting Up Enrichment for Your Customer Account in FinView

How Can I Define the Business Entity for My Customer in FinView?