If you’ve setup Document Rules in Levelset, you’re on the path towards simplifying and automating your document ordering process. Your documents now pull into one area of your account – the Queue – where you can approve, snooze, or cancel them as needed.
Download this short guide to learn how to use your Queue to send the documents you want, when you want.
If you have any questions about how to get it set up in your account, reach out to your dedicated Payment Expert, or our 5-star support team!