The 360 settings screen allows for general user configuration and various display options within the system. This section also enables security access to areas of the application.
The following area can be found in settings:
| ► | General: for general settings and configuration |
| ► | Clients: for client settings and configuration such as shared addresses, key dates and countries. |
| ► | Communications: for settings and configuration such as email automation, provider and templates |
| ► | Administrations: for configuration of Entity Administrations such as Company, Trust, Foundations and Partnerships |
| ► | Documents: for use of livefile settings and configuration. |
| ► | Financials: for settings and configuration of various Financial informations |
| ► | Compliance: for use for compliance documents templates and types. |
| ► | LiveScan: for livescan settings and configuration with RDC provider. |
| ► | Security: for system security and user access for envisual 360. |
| ► | Entity Template: Displays all entity templates that has been added into envisual application. |
| ► | System Mappings: for maintenance of mappings within enVisual360 |