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System Configuration

  • Create / Deactivate User Accounts

    Create Account From the dashboard go to Tools à System Configuration There are four steps to the process of setting up a new user: If the system is integrated with Sedona there is a 5th step in the Us...

  • Creating an Approval System

    To Setup a Pre-Approval System  1) Go to Tools 2) Select System Configuration3) Go to Approval Systems Tab Select “NEW” and name your new Pre-Approval System, making sure to select the “Pre” radio but...