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OCC Administration Dashboard
Manage organization-level settings including company information, notification preferences, document layouts, job menu configurations, and other global settings.
Admin Dashboard FAQs
Trouble Shooting
Information
Customers
Global Settings
- Alerts and Notifications - Managing Alerts and Notification Recipients
- Alerts and Notifications - Managing Fully Executed Signable Document Notifications
- Alerts and Notifications - One Off Document Signature Notifications
- Job Types, Levels, and Locations
- Job Menu Configuration - Configuring Job Resulting in One Click Contractor
Analytics
Estimator Settings
Measurements
Documents settings
- Understanding and enabling Job Resources
- Uploading Documents to One Click Contractor Administration Dashboard
- Understanding How Documents Work in One Click Contractor
- All Documents - Layout configuration: proposals, agreements & Inspections
- Do you support PDF form filling?
- Scribble Short Codes & Signature Tags