System Setup
Flex App
- Add a Logo to a FlexApp
- Add a Section to a FlexApp
- Set Up an Application Verification Checklist
- Configure Attachments for a FlexApp
- Configure CAS Settings for a JD FlexApp
- Configure Data Suppression Settings for a FlexApp
- Configure Dates for a FlexApp
- Configure Fees and Signature Settings for a FlexApp
- Configure Forms for a FlexApp
- Configure LOR Settings for a FlexApp
- Configure Main Settings for a JD FlexApp
- Configure PDF Format Options for a FlexApp
- Customize a Standard Section for a FlexApp
- Edit a Section for a FlexApp
- Reorder Sections for a FlexApp
- Update General Instructions for a FlexApp
- Delete a Section from a FlexApp
General System Settings
Permissions
- About Permissions for Applications and Reviews
- About Permissions for People
- About Permissions for Reporting
- About Permissions for System Configuration
- About Unite Permissions
- About User Roles
- About Starter User Roles
- Add a User Role to Unite
- Configure Permissions for a User Role
- Edit a User Role
Stages, Statuses, and Substatuses
- About Status History
- About Stages, Statuses, and Substatuses
- Add a Substatus to a Status
- Edit a Status
UDFs and Fields
- About Customizable Summaries on Records and Windows
- Add an Email Adress to the Email Sender Address Field
- Add a User-Defined Field to Unite
- Add a Lookup Value to a Field
- Customize the Application Summary on Application Records
- Customize the Application Summary on the Application Verification Window
- Customize the Evaluation Summary on the Reviewer Evaluation Window
- Customize the Profile Summary Fields on Person Records
- Considerations for Placing User-Defined Fields