The 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
Select a licensed product at the top of the page to begin.
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.
