Fair Licensing

Getting Started

• How to optimally prepare for your Fair Licensing onboarding meeting.

Managing your Customer Account

• How do I change the password for outgoing emails?
• How do I set up inbound emailing with gmail?
• How do I set up inbound emailing with Office365?
• How do I activate Inbound Emails?
• How do I set up my account to send emails?

Managing Cases

• How do I review uploaded licenses?
• How do I use the case auto-fill function?

Email Flows

• How do Email Flows work?
• How do I create an Email Flow?
• How do I create an email template within an Email Flow?
• How do I edit an email template within an Email Flow?
• How do I delete an email template within an Email Flow?
• How do I assign an Email Flow to a case?
• How can I customize the display of the Settlement Portal link in an email to infringers?

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Managing your User Account

• How do I set up my email signature?
• How do I change my user password?

Reporting

• What do the columns in the Payment Overview Report mean?

Invoicing

• How does invoicing work?
• How do I create an invoice template?
• How do I duplicate an existing invoice template?
• How do I delete an invoice template?
• How do I assign an invoice template to a case?
• How do I cancel an invoice?
• Where do I find generated invoices?
• How do I generate an invoice?
• How do I attach an invoice to an email?

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Payment Processing

• How can I resolve payment issues experienced by infringers?

Template and Examples

• Example for Case Page Text for an Agency

Best Practices

• What is a good work process in Fair Licensing?