Implementation Guides
Set up inbox rules, Managed Plan roles and responsibilities, New to Billy: User Guide and more!
By Catherine and 1 other2 authors10 articles
- Kick-Off Call Pre-Work: Insurance RequirementsConsiderations for smooth implementation for new partners
- Managed Plan Roles and ResponsibilitiesWelcome to Billy's Managed Plan! We are excited to help you and your team reduce your admin time and take your compliance to new levels.
- Setting up Inbox Rules for Billy's Emails
- Billy Feature ReleasesWe're thrilled to announce the latest batch of feature releases designed to enhance your experience and productivity!
- Setting up DNS records with your Company DomainBounced emails, DNS setup
- Onboarding & Implementation FAQsMost common questions asked when getting started with Billy
- Quick Guide for Compliance ApproversUser guide for those who approve or deny submissions that do not meet requirements.
- Company-Level Compliance TrackingPrequalify vendors, track blanket COIs, or track company-level documents in the Directory
- Docusign Integration Set-UpConnect your Docusign account to Billy
- Viewpoint Vista Onboarding ChecklistStep-by-step onboarding checklist for connecting a customer's Viewpoint Vista instance to Billy's compliance sync via App Xchange.