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User Interface Basics

User Setup

• How to add users to the Dais platform

Just the Basics

• How to search by policy number
• How does Dais back up information?
• Forgotten password/password reset
• Creating a Customer
• Introduction to Copilot
• Portal 101
See all 9 articles

Product Building

Application Question Setup

• How to configure the 'Prefill with Upload' question type
• Preparing Forms for Upload to IOI - Tips
• How to Map Questions to Forms
• Adding Conditional Logic to Questions
• How to Add Questions to a Product

Product Configuration - General

• How to import events and actions
• Understanding and Using Custom Plugins
• Client Status Tracking
• Configuration of automatic renewals
• Manual renewal configuration and processing
• Using Javascript for Forms Mapping
See all 15 articles

Product Building

• How to create a new product on the Dais platform
• Granting 3rd-Parties Product Access
• Activating and Using Prefill
• Working With the Product Builder

Product Architecture

Integrations

• Dais "Conversational API" Set Up

Excel Rating and Quoting

Excel Rating

• Spreadsheet Rating: Downloading Rating Worksheets
• Mapping Percent Question Type to Excel Rater
• Using Rules to Stop or Allow Rating

Technical Documentation

Events and Actions

• Overview

RaaS Products

Rating-as-a-Service

• Adopting New RaaS Versions
• Pre and Post RaaS Deviations
• How to Modify Verisk Rating Values
• ISO Version Fields in the Product Builder