First of all we just want to make it clear to you that the plugin is not the complete K-Loans or Loan Management System. These are additional features that you install separately that may suit your needs.
The Notes Tracker plugin, this is a feature we add to every loan transaction. Its main use is to send a message or email to your customer and attach documents important for your customer such as Print Disclosure, Repayment Schedule etc. Every note you send is recorded so you can track it down in the future.
Please do not hesitate to ask us for any further questions. Just email our support at this email support@softreliance.com
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Very easy to install, just follow the following steps:
1. Login to your softreliance marketplace account https://softreliance.com/marketplace. Then go to your My Account menu. There you will see a Downloads tab.
2. Download this item and save it to your local drive.
3. Access your K-Loans website, assuming you have already installed the K-Loans platform. From the left side menu, you will find plugins.
Then you will see a browse button. Click on it and there will be a popup dialog where you need to locate the Notes Tracker Plugin you downloaded.
And when you find it, click open and when you upload it successfully, this plugin will appear in the plugins list.
4. To be able to use this plugin you need to activate it by pressing the button with an icon Check mark. It will turn green if it is successfully activated.
5. If you have any problems with the installation, please do not hesitate to contact our support at support@softreliance.com
That's all you need to do and you have successfully installed the Notes Tracker plugin.
