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Admin Assistance
Admin Assistance
Initial Setup
Creating & maintaining checklists
User Management & Security
Custom Fields
Advanced Application (2.0) aka Intelligent Application Funnel
Document Prep
Checklists
User Tools
Document Preview Tool
Application 2.0
Address Book
Edge Users
Users: Getting Started
FAQ's
General Questions
Using Checklists
SiteDrop
Security
Video Demos
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Help Center
Admin Assistance
Admin Assistance
Initial Setup
Creating & maintaining checklists
User Management & Security
Custom Fields
Advanced Application (2.0) aka Intelligent Application Funnel
Document Prep
Checklists
User Tools
Document Preview Tool
Application 2.0
Address Book
Edge Users
Users: Getting Started
FAQ's
General Questions
Using Checklists
SiteDrop
Security
Video Demos
Admin Assistance
Setting IP Restrictions
Tagging Documents for use with eSignature
Responsibilites
What Two-Factor Authentication (TFA) methods does Cirrus Support?
How to use Cirrus DocTitle Mapping to create your Checklist Templates
Cirrus Integrations
How to update your Privacy and Terms & Conditions statements in Cirrus
Updating Submit button placement on sent checklists
Single PDF Package Setup
How do I add or update my Logo, Favicon & CSS on the Borrower View
What permissions do I need to delete doc titles?
Initial Setup
Contact Types
Configuring DocTitles for Indexing/Archiving to FCM
How to import users in bulk to Cirrus
Updating the system Email Disclosure
Manage file size and type on an Account-wide level
DocTitle Date Controls
Using Custom Fields in Cirrus
What are Categories?
Configuring Sending Schedules and Reminders
Editing Folder Display and DocTitle Display Order
Roles in Cirrus
Separating login information and password for sent checklists
Checklist Template Setup - Overview
Creating New SiteDrop Links
Updating your timezone
How do I add a Doc Title to the Admin configuration
How to confirm a user's email was verified correctly
Groups in Cirrus
eSignature Setup
Managing Email Sender Authorization
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Creating & maintaining checklists
Creating new DocTitles in Cirrus
Password settings for sending Checklist and Packages
Updating the Sent Checklist Borrower interface settings with instructions and a more-prominent Submit button
Automation through Process Stage Transition or Document State Transition Actions in Cirrus
I just created doc titles but they are not showing up in the add doc titles menu
How do I upload or remove files from the Document Library?
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User Management & Security
Checking a User's Personal SiteDrop (Application) Settings
Activity Log - how to filter for administrative changes
Assigning Roles to a User
How to remove a user in Cirrus
Setting up Google Authenticator
How to grant a user access to a checklist
How do I change the timeout setting in Cirrus?
How do I view a user's activity?
Security Settings for Admin Setup
How to add a new user in Cirrus
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Custom Fields
Permissions: Custom Fields for Checklists (Applications or Deals), Contacts, and DocTitles
Advanced Application (2.0) aka Intelligent Application Funnel
Advanced Sitedrop/Application Routing
Document Prep
Using merge tags for Document Prep in Cirrus
Advanced Configuration: PDF Generation
