Welcome to PayPath Docs
Welcome to the PayPath CRM documentation. This guide will help you get started and make the most of the platform.
Getting Started
New to PayPath? Start with these essentials:
- Login - How to sign in to your account
- Two-Factor Authentication - Secure your login with 2FA
- Forgot Password - Reset your password if needed
Navigation & Menu
Learn how to navigate the PayPath interface:
- Navigation Overview - Understanding the sidebar menu
- Global Search - Find anything quickly
- My Tasks - Your task queue
- New Lead - Creating new leads
- Account Switching - Switch accounts & logout
- Collapsible Sidebar - Maximize workspace
Core Features
- AI Chat - Ask questions, build workflows, generate reports and templates with AI
- Accounts - Manage your leads and prospects
- Enrollments - Track enrollment status and workflows
- Payments - Process and manage payments
- Workflows - Automate processes with visual workflows
- Tasks - Stay on top of your work
- Reports - Build analytics dashboards with AI
- DocSign - Create contracts and collect e-signatures
- Notifications - In-app and email notifications
- Activity - View activity history and logs
- Address Book - Manage creditor addresses
Settings
- Settings Overview - Configure your PayPath organization
Quick Links
- PayPath CRM - Access the live application
- PayPath Website - Company website
For support, contact your system administrator.