Add/Edit an Organization

Wolters Kluwer Financial Services Administration provides the ability to easily create and edit an organization for your application.

To add or edit an organization:

Select ORGANIZATIONS in the navigator panel of Administration.
Select the organization to edit or select the organization where the child will be added. Click the +ORG button to add an organization.
Complete or edit the following sections:
- Organization Info
- Licensed Products
- DocOne-Default Services/Preforeclosure Manager Info (If applicable)
Click Save to save and return to the Organizations main page.

Note: If you navigate without saving, a message displays requesting confirmation. Select the applicable option.