- 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
- Charter (If applicable)
- Doc Prep Info (If applicable)
- Flood Determination Services Info (If applicable)
- Lending (If applicable)
- SBA Info (If applicable)
- SDX Info (If applicable)
- DocOne-Default Services/Preforeclosure Manager Info (If applicable)
- Default Contacts (If applicable)
- Click Save to save and return to the Organizations main page.
- If you navigate without saving, a message displays requesting confirmation. Select the applicable option.
