Setup Tasks for Admins
This folder holds all the articles that will help an Admin setup their EZLynx account and products.
With our Postal Mail product you can print and mail your customers PDF files that are stored in the customer's Document Library. This is a pay-as-you go...
Fri, 2 May, 2025 at 5:22 PM
It is important to give each accounting user the appropriate access levels for each branch required to complete their Accounting responsibilities. Any Accou...
Wed, 26 Mar, 2025 at 11:38 AM
System Settings are used to customize the invoices and receipts generated from EZLynx. Some of these tasks may be completed by EZLynx during the Onboarding...
Fri, 13 Nov, 2020 at 5:37 PM
Sales Center is a powerful tool to help agencies grow their business by streamlining the sales pipeline. Before using Sales Center, a Sales Center Admin sho...
Thu, 4 Apr, 2024 at 1:47 PM
This article will help you find the different Retention Center Settings to help you customize features for the Renewal and Expiration list, set Risk Variabl...
Thu, 13 Jun, 2024 at 7:25 PM
Quoting Automation Service (QAS) is the flagship API offering which allows agencies to run complete quotes via the backend. This single interface with multi...
Thu, 4 Apr, 2024 at 1:54 PM
The Automation Execution Controls will enable your agency to refine workflows by scheduling actions on business days rather than holidays and setting precis...
Thu, 10 Apr, 2025 at 4:42 PM