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Wolters Kluwer Financial Services |
| Organizations | |
This topic provides a conceptual introduction to organizations in Hosted Doc Services IRAMCLending.
The organization is the primary grouping from which administration activities, generally account and user management, are based and serves as the foundation from which product licensing and administrative functionality is assigned.
The application is used to provide administrative controls for both customer accounts and Wolters Kluwer Financial Services resources (internal resources). As such, an organization may be associated with a customer, a broker, an internal user group.
The first step is to define organization information (name, address) and then to select the licensed product(s). This topic will discuss the options available when performing set up for a Hosted Doc Services licensed organization. When Hosted Doc Services is selected as a licensed product, the Doc Prep Info section opens.
The organization is the primary grouping from which administration activities, generally account and user management, are based and serves as the foundation from which product licensing and administrative functionality is assigned.
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Wolters Kluwer Financial Services |