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Brokers Training

Image for article: Accessing the DAT OnBoard™ website as a broker

Accessing the DAT OnBoard™ website as a broker
Image for article: Complete and Incomplete Carriers in DAT OnBoard™

Complete and Incomplete Carriers in DAT OnBoard™
Image for article: Configuring settings & email notifications as a broker

Configuring settings & email notifications as a broker
Image for article: DAT OnBoard™ product overview for brokers

DAT OnBoard™ product overview for brokers
Image for article: Deleting Uploaded Contracts

Deleting Uploaded Contracts
Image for article: Download a copy of your AssureSign signed contract

Download a copy of your AssureSign signed contract
Image for article: Downloading and Viewing Contracts

Downloading and Viewing Contracts
Image for article: Exporting Carrier Data to Spreadsheets

Exporting Carrier Data to Spreadsheets
Image for article: Finding Registered Carriers on Your List

Finding Registered Carriers on Your List
Image for article: Inactivating Old Contracts

Inactivating Old Contracts
Image for article: Incomplete Carrier List

Incomplete Carrier List
Image for article: Leaving Internal Notes on Carrier Profiles

Leaving Internal Notes on Carrier Profiles
Image for article: Mark Carriers as Complete or Incomplete in DAT OnBoard™

Mark Carriers as Complete or Incomplete in DAT OnBoard™
Image for article: Rejecting Signatures on Signed Contracts

Rejecting Signatures on Signed Contracts
Image for article: Remove Carriers from Your List

Remove Carriers from Your List
Image for article: Signed contracts

Signed contracts
Image for article: Unable to see the Tax ID

Unable to see the Tax ID
Image for article: Update Contracts

Update Contracts
Image for article: Upload Contracts

Upload Contracts
Image for article: View Uploaded Contracts

View Uploaded Contracts
Image for article: Viewing a carrier's DAT OnBoard™ profile

Viewing a carrier's DAT OnBoard™ profile