Tools and Processes

Support Process Overview
This document is intended as a quick reference and guideline for our communication here at SignEasy. It is not intended to be comprehensive or to be set in ...
Wed, 11 Jul, 2018 at 12:52 PM
KPI's and Goals
Support Goal Summary: To provide quick, effective, positive, and efficient support for our customers, and a streamlined path to successful use for our trial...
Wed, 11 Jul, 2018 at 1:02 PM
Support Tools and Tracking
Tools for troubleshooting and investigation Admin Portal (api.getsigneasy.com/scripts/signeasy_admin.html): This is the tool you will use the most often,...
Wed, 27 Jun, 2018 at 5:05 PM
Live Chat Process
Communication Guidelines Do Check the customer account (click their name, then copy/paste the email address to Admin page) Check the page on the Web app...
Wed, 11 Jul, 2018 at 1:03 PM
Communication and Ticket Formatting
Ticket formatting is not a hard and fast rule. What works in one situation may not work in another. You can over-analyze formatting, don’t think about it to...
Wed, 27 Jun, 2018 at 3:28 PM
Navigating the Admin Console
Account detail, comments, and plan options - primarily for viewing account details and changing plan options Enter the customer email address Cli...
Wed, 11 Jul, 2018 at 1:05 PM