- Portal setup
- Saving
- Onboarding
- 1. Digest
- Filter by Agent List
- 2. Reconcile
- 3. Run Payroll
- 4. Split Months, Missing Renewals
- 5. Generate Reports
- 6. Webhooks
- Backup & Import Backup
- Branded Logo
- Reference
- Dashboard
- Payroll History
- AOR
- Agent Name Wizard
Filenames cannot contain “/” slashes.
Upload your folders and files into the ThinDisk folder. Not outside of it.
If you open a case and get a pop-up that says “Read-on mode” then close out and hit the green “Exit” button on your cases. Then continue as normal and it’ll work properly.
