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Documentation
Knowledgebase
FAQs
AFFIRM
AFFIRM Implementation Overview
AFFIRM System Requirements
AFFIRM Macro Language Overview
Annuity Order Entry Overview
AFFIRM for Annuities Overview
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AgentOne
AgentOne System Requirements
View All 1
DocFast
DocFast System Requirements
DocFast Take the Tour
Logging Into DocFast for My First e-Delivery
How to See the DocFast Status in Agency Integrator
Available DocFast Actions
View All 11
Forms
How To Configure Your Forms Engine
How To Add Service Types in FormsPipe
How To Add Forms in FormsPipe
How To Customize the Look of Your Forms Engine
How To Customize Forms Search Options
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GoodData
How To Log Into GoodData
How To Create a GoodData Account
How To Filter a Report
Exporting a Report to Excel
GoodData Take the Tour
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iGO
iGO Take the Tour
How To Navigate the Cases Dashboard
Accessing iGO e-App
Logging Into the e-Signature Process
How To Electronically Sign an Application
View All 19
Illustrations
Illustrations Overview
Illustrations Case Actions
Illustrations Case Information Module
Illustrations Needs Analysis Module
Illustrations Quotes/Illustrations Module
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iService
How To Customize Your Quote Engine Interface
How To Add Products to Your Quote Engine
Getting Started with iService
How To Configure Your Forms Engine
Managing Users in iService
View All 20
LifePipe
How To Customize Your Quote Engine Interface
How To Add Products to Your Quote Engine
View All 2
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