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FAQs
Features and Specs
55
Upcoming Renewals: Dashboard List vs. The Renewal Reports
Generate Certificates for a List of Holders (Mass Action COI Generation)
Sending Certificates for Linked Insureds
Option to Prompt a User to Set a Follow-Up
Selecting a Default Agent/Producer
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Integrations
21
NowCerts REST API
NowCerts REST API: Custom Fields
NowCerts REST API: Search Insureds
Zapier and Nowcerts
Integrating Custom HTML Forms
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NowCerts Features
14
Notification Settings
Reports Permissions
Change "Policies" Default Search Filters
Custom Fields: Allowing Storage of Data into Nowcerts that is Not Already Available in the System
Using Tags to Customize Workflow
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