Line of Credit Functionality - Video
The linked 12 minute video was recorded in 2019 by David Lane of CST and demonstrates the setup and functionality of the licensed Line of Credit module.
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ASPIRE Training Video Inventory
The following is a list of training videos available in this Knowledge Base. Be sure to browse the Category for additional information related to your topic. Account Management Build a New User This hour-long video shows the process of setting up and ...
Understanding Operating Lease Income Calculation Methods - Video
This article is only discussing Operating Lease Income. It is not discussing income/accrual functionality for Contract Items like IDC's, Subsidies, Financed Fees, etc. on Operating Leases. Please refer to the attachments for more information. Click ...
Set Credit Decision on Schedules Attached to Master Agreement or Line of Credit via API
This work was completed under Work Item 48900 and was included in the v5.20.69 release in Aug, 2025. This functionality will allow users to have the Credit Decisions and other Credit fields from a Master Agreement automatically populate on Schedules ...
Document Templates Training - Video
Please see the attachments for detailed information, recording available from within the Vimeo weblink Two Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Document Templates ...
Security Profiles Video
See linked video for complete information. The linked video explains the setup of the ASPIRE Security Profiles. Click here to view the 13 minute video. The attached document provides a written overview of common Security Profile terms and concepts.