Manage Hold Events - Add Accounts

Overview

This configuration enables an authorized user to invoke a user interface workflow to add accounts in bulk to a selected hold event by location criteria.

Package Links

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Dependencies for Package

The following tools and packages are required for correct implementation of the package.

Tools Needed to Complete the Package Installation

The following tools are needed to complete the package installation:

Duck Creek EXAMPLE Author
Duck Creek Express

Dependencies

To use this package, you must also have Duck Creek Billing installed.

Installing the Package

After you are granted access to the Content Exchange packages you requested, use the Content Exchange Package Utility to install the package. This utility can be run on the server or on your local machine.

To install a package:

Download and install version 3.5.0 of the Content Exchange Package Utility.
Once installed, open the utility and use it to install or unzip your downloaded packages. Learn more about using this utility.
Some packages are completely installed by the Content Exchange Package Utility while others still require some manual steps. The documentation provided with each package includes any manual steps required to successfully install that package.

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Manage Hold Events - Add Accounts

Overview

Package Links

Dependencies for Package

Tools Needed to Complete the Package Installation

Dependencies

Installing the Package

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