Usage Guides

Batch Organizers

• Uploading Batch Organizers
• Batch Processing .CSV Template

Client Guides

• Client Experience: Organizers on Mobile
• [Video] Organizer Client Experience
• Client Experience

Delivered Organizers

• Downloading Multiple Files at Once
• Unlocking an Organizer for a Client
• Delivered and Archived Organizer Statuses
• Usage Report
• Organizers Reports Overview

Send Organizers

• Processing an Organizer
• Placing Checkboxes and Radio Buttons
• Processing an Organizer - Delivery Options
• Organizers In-Process