PulsePoint / MSPWare

When completing the Equipment section of your US or Canadian application, you’ll see several fields related to Elavon’s Tokenization Service. This article explains what each field means, when it appears,…

Understanding Tokenization Fields in the Equipment Section

Walk-thru tutorials and information for sales users and for the application process 

Sales user access and application process overview

Creating an application template

Watch a video that covers the Canadian application process

Canada Application Process overview

A complete walk-thru of the PulsePoint application process

Application process overview

Esign process overview

In this article you will find a video walk-through of the multiple party electronic signature feature in PulsePoint

Multiple party esignature

This video will show you how to create a pdf copy so you can have for your own records or to get a wet ink signature

How to create an application PDF

The application form is hidden when submitted, however, this is how you can view the data that was on the form when it was submitted

Application "Data View", how to view form data post-submission

Here are the shortcuts to copy an application

How to easily duplicate/copy an existing application

Send an electronic form to potential customers to fill out personal information as owners or officers, and primary business information.

Partial Application Tool

This guide explains what you can and cannot do with application signing groups depending on their status: before signing, out for signature, or after signing.

Application Groups

This guide explains how customers and signers will experience the Partial Application process when One-Step Signatures is enabled. It is designed for training sessions, onboarding, and customer education.

Creating and Processing Partial Applications with One‑Step Signatures

When preparing documents for e‑signature, you can place signature fields directly inside your PDF using text tags. This guide walks you through how to format these tags and avoid common…

Adding Addition Signature Documents to PulsePoint's Esign Request

learn the ins and outs of building an application to submit to Elavon

Application boarding

Where to find information about onboarded merchants. Demographics, batch data, volume and transaction figures, and more...

Merchants Tab Overview

Merchants Tab

How to navigate and read your commission report

Commission Reporting

how to update lead form details on an existing lead

Update Lead Form Details

if your company posts commission reporting, here's how it works

How to Add a new lead

How to locate leads via search and filter tools

Finding Leads

Lead card list view and opening a card to access more information and tools.

Lead Card Overview

There are a few ways to update the lead's status, notes, and follow up date. This article will show you those ways.

Update Lead Status, make notes and set follow up date

How to upload, view or remove documents to a lead

Lead documents add/view/delete

How to retroactively update the lead source and lead contact assigned to a lead

Update Existing Lead's lead source and lead contact

track opportunities and convert sales to customers

Lead Tracking 

View documents uploaded to your company's library and create your own list of favorite items

Library tab overview

documents and links to marketing materials, forms and more

Library

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.