Nowcerts Support Center
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Benefits to Signing into the Knowledge Base
Fixing DNS and wrong IP Address issues
Getting Started-Onboarding Checklist (downloadable)
Training Checklist (downloadable)
Step 1: Complete Agency Profile Information
Step 2: Setup Business Locations
Step 3: Add Agents
See all 22 articles
Getting started with us
Features and Specs
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 user to set a follow up
Selecting a Default Agent/ Producer
See all 52 articles
How does SignNow work?
NowCerts.com - REST API
How to Send a form for signature using SignNow
NowCerts.com - REST API - Custom Fields
NowCerts.com - REST API - Search Insureds
See all 19 articles
Default Search Filters
Custom Fields: allowing storage of Data into Nowcerts not already available in the system
Using TAGS to Customize Workflow
See all 14 articles
Files and folders
White-listing Nowcerts.com with your email provider
Emails, matching synced emails to a client file
Email account settings are out of date.
Adding multiple email accounts from which agency can send emails
Gmail: Re-syncing gmail to allow deleting of messages
See all 7 articles
How do I set up IVANs account?
What Carriers does NowCerts Carrier Downloads work with?
How do I merge Carriers?
Data Import Tool, Importing Data from Excel (CSV) files
What do I do if my Downlaod Carrier is not in IVANS?
See all 10 articles
Billing and Accounting
Editing Endorsements with Receivables and Invoicing
What is the most efficient way to process Direct Bill Statements that are not in a CVS format?
Add Agent commission from Agency Fee
Recording Monthly Earned Commissions
Agent/Producer Commissions reconciliation and statement preparation
See all 21 articles
How to Print Labels for Your Insureds
Agent Production Report
Customize mapping for Acord forms
Form Mapping (PDF) (Form Pre-fill)
How to process Rater Imports
Progressive Downloads, Downloader Plus
Sending Quote applications to Comparative Raters
Cannot delete files - deleting files
Setting up User accounts