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Importing users
An import option exists on the system users, which will allow a finance company to import all their users into Clearmatch. The following details related to a user can be imported into the platform using a CSV file format. Provider : External ...
Release Notes - 2019071 – Maned Wolf Patch A
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Who created a document? How to find out if a document was created by a Clearmatch user, batch job or process
This process will assist with determining who the creator of a specific document was. In Clearmatch, look up and display the details of the Finance Agreement or the Application of the document in question. 1. Select the Documents association tab ...
Basics for creating document templates in Clearmatch
Document templates need to be defined to Clearmatch on exactly where they are to be used. Meaning that a template created in Clearmatch will not be used until it is defined within a document configuration. 1. Create a document template (see detailed ...
Display variables in Clearmatch
A display variable is a data point that can be taken from Clearmatch and used in a document template or note or email template. For example the first line of a customer address is a display variable called dvAddressName1 . If you wished to use this ...