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titleHints & tips when using configuration

This section contains some hints/tips useful when dealing with configuration requests, queries or where things aren't working as expected.

Common question / issueGuidance 
I can't find the option or area I need
  • Use the search field at the bottom of the configuration screen - enter the topic you are looking for in search field at the bottom of the screen, then press enter to perform the search
  • The tabs that contain reference to your search word(s) will be highlighted (as shown below)

    In this example the word Applicant was searched


Changes do not appear to be taking effect 

Log out of Reapit Agency Cloud and back in again to ensure that the change has taken effect

If you've tried that and changes have still not taken effect:

  • Check configuration settings at Negotiator, then Office level as a previous configuration may have taken precedence
    (shown in the Configuration for field, see previous section)


Need to identify a reference to a field 

The Letter Template Editor (LTE) is the quickest and most effective way to identify the programmatic reference to a field

If you've checked the LTE and still don't know what the reference to a field is:

  • Use the LTE to identify the structure used against the object you wish to reference 
  • Download the Reapit Agency Cloud Data Dictionary; this will then highlight in most instances the field name you will require


Don't understand what a configuration option does 
  • Hover over the item and, where enabled, a hint or explanation will be provided via a tool tip
  • Raise a request via the specific Reapit Agency Cloud Configuration form




Infoexpand
titleNeed further assistance?

Any advice or guidance you require must be raised via the Reapit Service Desk Portal - this directs your query to beyond our standard First Line Service Desk. 

The Service Desk is not positioned to handle configuration queries / issues that originate from the client directly due to the complexity; all support provided is based on a reasonable endeavours basis only and we do not offer Service Level expectations for this.

Click here to access the form on the portal - please only use this if you are the nominated Self Service Administrator and have a genuine query/issue that you cannot resolve yourself.

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