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The video below and the attachments to this article cover using the Administration section of Ventures. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators.

 

 

 

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Related articles:

• User Access
  • Related KB: Creating User Accounts
  • Related KB: Disabling User Accounts
  • Related KB: Setting up User Accounts with general inbox email addresses
• Reference Menus
  • Related KB: Adding Document Sort Codes (Doc Storage)
• Reference - Cost and Loan Types
  • Related KB: Creating Project Costs
  • Related KB: Setting up new Loan Types
• Reference - Date & Note Types, etc
  • Related KB: Creating Project Types (Purpose)
  • Related KB: Mapping Referral Types for ETRAN & Form 159
  • Related KB: Setting up custom Sub Statuses
• Reference - Risk Rating Templates
• Reference - Text Snippets
  • Related KB: Creating Text Snippets