Configure

The Configure area allows you to add and remove employees; set security for individuals and groups; add codes, roles, occupations, agencies, branches, departments, profit centers, regions, etc.; set up your accounting; set up the defaults for many areas of the program; and much more.

To access the Configure area from the Home screen, do one of the following:

Click Configure on the navigation panel.
Click Areas > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

To access the Configure area from another area of the program, do one of the following:

Click Home > Configure on the menubar.
Click the down arrow next to Home on the options bar and select Configure.

The Configure area consists of the following:

Menubar
The following menubar options are available in the Configure area:
- File
- - New
  - - Sticky Note
  - Print
  - Display Options
  - Exit
- Edit
- - Undo
  - Cut
  - Copy
  - Paste
  - Delete
  - Select All
  - Desired
  - Required
- Areas
- - Configure Home
  - Account
  - Accounting
  - Activity
  - Attachment
  - Interface
  - International
  - Job Management
  - Links
  - myEpic
  - Policy
  - Proofs
  - Real-Time
  - Security
  - SMS
  - Structure
  - User Options
- Home
- Locate
- Actions (Options vary depending on the navigation panel selection.)
- On Demand
- Access
- - Notifications
- Links
- myEpic
- SMS
- Help
- - Applied Epic Help
  - Applied KnowledgeBase
  - Applied Epic Release Notes
  - Online Chat / Log a Case
  - About Applied Epic 2020
Options Bar
The following options bar options are available in the Configure area:
- Home
- Locate
- Actions (Options vary depending on the navigation panel selection.)
- On Demand
- Access
- Links
- myEpic
- Exchange
- SMS
- New
- - Sticky Note
- Print
Navigation Panel
The Configure navigation panel displays on the left. When you click a button, the area expands to show the options available under that heading.

The following navigation panel items are available:
- Configure Home
- Account
- - Account Name
  - Account Sources
  - Agency Defined Categories
  - Auto Capitalization
  - Compliance Indicators
  - Contact Classifications
  - Contact Descriptions
  - Contact Languages
  - Define Relationships
  - DNC Subscription Information
  - DNC Update Schedule
  - Duplicate Account Check
  - Identification Codes
  - Import/Export Contacts
  - Import Prospects
  - Inactivation Reasons
  - Individual Name Prefixes
  - Individual Name Suffixes
  - Occupations
  - Opportunity Stage Groups
  - Opportunity Stages
  - Opportunity Unsuccessful Reasons
  - Sales Teams
  - Service Codes
  - Servicing Roles
  - States/Provinces
  - Telephone Country Codes
  - ZIP/Postal Codes
- Accounting
- - Accounting Methods
  - Allocation Entries
  - Chart of Accounts
  - Chart of Account Groups
  - Cheque Layouts
  - Default/Recurring Entries
  - GL Opening Balances
  - GL Schedules
  - Government Tax/Fee Rates
  - Import/Export
  - Instalment Plans
  - Invoice Layouts
  - Maximum Write-Offs
  - Message Gallery
  - Payment Methods
  - Receipt for Payment Layout
  - Required Accounts
  - Reversal/Void Reasons
  - Service Class Codes
  - Statement Layouts
  - System Settings
  - Transaction Codes
- Activity
- - Access Levels
  - Categories
  - Codes
  - Events
  - Process Activities
  - Unsuccessful Reasons
- Attachment
- - Access Levels
  - Attachment Folders
  - Paper Type
  - Scanned Documents
  - System Generated Attachments
  - System Settings
  - Templates
  - Template Folders
- Interface
- - Agency
  - Company
  - Message Class
- International
- Job Management
- - DDO Email
  - DMS Email
  - Fax Cover Pages
  - Fax Setup
  - Sticky Notes
  - Queues
  - Data Service Network Path
  - Data Service Setup
- Links
- - Groups
  - Links
- myEpic
- - Groups
  - Workflows
- Policy
- - ACORD Form Print Defaults
  - Additional Coverages
  - Additional Parties Description
  - Adjusters
  - Billing Plan
  - Claim Codes
  - Claim Types
  - Custom Form Export
  - Custom Forms
  - Document View
  - Forms & Endorsements
  - GL Class Codes
  - Import/Export Risks
  - Integration
  - Marketing Carrier Responses
  - Marketing Client Responses
  - Marketing Submission Statuses
  - Policy Type Classifications
  - Prefills
  - Proposal Groups
  - Sources
  - Statuses
  - Summary/Proposal Templates
  - Supplemental Screens
  - System Settings
  - Types
  - Vehicle ISO Zones
  - Vehicle Make/Model
  - Vehicle Symbol/Age Group
  - Vehicle Territory
  - WC Class Code
- Proofs
- - Auto IDs
  - Auto ID Card Options
  - Binders
  - Certificates
  - Evidences
  - Holders
  - Import/Export
  - Liability Insurance Cards
  - New York Auto ID License
  - New York ICC Codes
  - Types
- Real-Time
- - Account
  - Finance Company
  - Line of Business Code
  - Rate Manager
- Security
- - Logins
  - Security Groups
  - License Groups
  - Users
  - Visibility
- SMS
- Structure
- - Organization
  - Agencies
  - Branches
  - Departments
  - Profit Centers
  - Regions
  - Organization Contacts
  - Workflow Defaults
- User Options
- - Customize Homebase
  - Customize Quicklinks
  - Customize Sticky Notes
  - Distribution Email Accounts
  - Field Defaults
  - Limits
  - Notifications
  - Print Destination
  - Region and Language
  - VINLink Decoder
Recent Selections

Your most recent Configure selections display on the Configure Home screen. Click a selection to jump to that area.