All Collections
Implementation Guides
Set up inbox rules, Managed Plan roles and responsibilities, New to Billy: User Guide and more!
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 ReleasesStay updated on all the new feature releases available in Billy
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