Using DocOne® Default

The DocOne® Default Main Page allows users to perform the following:

Select an account to access data for a particular user or set of users.
View recent transactions
Create a new transaction using Wolters Kluwer Financial Services content
Search for a transaction
Copy an existing transaction
Open/edit a transaction
Delete a transaction
View a print fulfillment summary for a transaction
Import a CSV file (DocOne® Default users only)

Note: Depending on the permissions assigned to your login credentials, you will notice certain product tabs at the top of the screen. Financial Institution Administrators: for more information on using the Administration tool, see the DocOne® Administration Guide.