How do I use WeSignature Payments within JenesisNow?

WeSignature Payments within JenesisNow JenesisNow- WeSignature Payments WeSignature Payments is a platform that JenesisNow integrates with, so if you would like to have credit card processing done through WeSignature Payments. Once you have a WeSignature Payment...

How do I integrate WeSignature within JenesisNow?

WeSignature Integration within JenesisNow JenesisNow- WeSignature WeSignature now integrates with JeneseisNow. After setting up your account with WeSignature, go to the Jenesis main page, go to the left sidebar menu, hover over the Agency tab, and click on All...

How to do I use Letter Templates within JenesisNow?

Letter Templates within JenesisNow JenesisNow- Letter Templates We have added the ability to create a letter template within JenesisNow. To create a letter template, go to the blue ribbon menu at the top, click on your user profile, and then click the Profile button....

How to do I use Pre-Built Reports within JenesisNow?

Pre-Built Reports within JenesisNow JenesisNow- Pre-Built Reports We have added Pre-Built Reports for each user by default within JenesisNow. To see this go to Reports and then scroll down the bottom of the page to see the section Default Pre-Built Reports. These...

What are the Features of JenesisNow?

Quick Demonstration of Features within JenesisNow JenesisNow- Demo In the dashboard of JenesisNow, in the blue ribbon menu, you may find integration with Formstack or DocuSign (to help with your electronic signature needs), a Time Clock (to keep up with your team...