File Notes let you record any information from uploaded files to portfolio links; to scanned documents; to generated uReports. You can create a File Note manually or automatically.
Learn More? How to Add a File Note
uReports are generated from templates. Wisenet provides a set of generic templates and allows you to create and upload custom templates.
If this is the first time your company is generating uReport, we recommend to first test the process using our generic templates. Then once confident with the process you can create your custom templates for live situations.
You can create your own custom uReport templates to add your own formatting, layout and changes to fields. You can create:
- Agent Contracts
- Agent Promotional Info
- Certificate of Appreciation
- Other Agent management docs
Learn how to Create a Custom uReport Template