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DAIS Technology
Products
Products
Reports
Creating custom reports
Excel Rating
How to create and attach custom spreadsheet ratings to a product
How to update a rating worksheet
Spreadsheet Rating: Downloading Rating Worksheets
Mapping Percent Question Type to Excel Rater
Using Rules to Stop or Allow Rating
Supported Excel Functions
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Policy Admin (Endorsements, Cancellations, Renewals)
Configuration of automatic renewals
Manual renewal configuration and processing
Cancellation setup
Cancelling a Policy
Endorsement setup and configuration
Endorsing a Policy
Product Configuration
How to add input validation to your product
Setting up an OFAC check
How to import events and actions
Using Javascript for Forms Mapping
Line Forwarding
Creating a Policy Form
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