On this page you will find links to guides that are helpful for getting your eKeeper system initially set up.
Video Guides
How to login:
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
Creating system user(s):
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
Creating a New Case + Applicant(s):Coming Soon!
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
Finding your customer:
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
Updating a customer product(s):
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
How to send an email:
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
How to use integrations
Widget Connector | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
|
Guide of the home summary page
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
How to create a reminder
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
How to add commission to a product
Widget Connector | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|
|
Guide of the product page and stages
Coming Soon!
Webinars
These webinars will provide you with more information on system use, offering some hints and tips as well.
Part One
Part Two
Text Guides
The following will provide you with text/image based help guides: