PaymentVision in QL/QLE
Setup, Configuration & Training
Our vPro will install, setup, configure, test, and train you on the PaymentVision module and processes.
Basic Documents Training
Word Merge Templates, Logic, and Fields
Learn the basics of creating and programming merge templates and using custom merge fields or conditional statements.
Customized Remittance Templates
Reduce Manual, Repetitive Work
Our vPro will build and test a customized remit/billing template based on your client’s specific needs and requirements.
Document Automation
Programming Document Changes
Our vPro will program and test the basic form/pleading with merge fields and basic logic for up to two debtor parties.
Job Scheduler
Let Job Scheduler Do It for You
Our vPro will install and set up the Job Scheduler Module and the Windows Task Scheduler process to automatically run jobs.
Onboarding New Sender/Client
Placement & Post-Placement Automation
Consult on tools to automate the inception of new case placements, including import of media and financial transactions.
Ask Goldie Concierge Onboard Service
$0 Activation, Setup, and Configuration
We'll help your Firm Administrator obtain the free Ask Goldie support agent and licenses, and guide you through setup and configuration.