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  1. Tres Technologies
  2. CCTE Product
  3. User Guides
  4. Finance Guide
  5. Module 2: System Administration

Module 2: System Administration

  • Branch Area
  • Forgotten and Change My Password
  • Branch and Setup Area Structure
  • Setting up or Changing Branch Details
  • Settings for Printing Documents on Letterheads
  • Consultant Tab
  • Documents Tab - Branch
  • Canned Remarks Tab
  • Comments Tab
  • Access Overview Tab
  • Auto Reminders Tab
  • Setup - Branch and Workflow
  • Setup - Only
  • Exiting Branch and Setup Screens

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