9.00 Get started with Vera CM

This article will suggest the sequence of the actions to kick off with Vera.

1. Provide us with your basic information:

Fill in the document in the attachment to provide us with the needed information to set up your enviroment.

2. Invite your colleagues:
To invite users to your team you should have access to the teamsettings. Invite existing or new users following these steps: 1.01 Invite users

3. Import your buildings:
Buildings can be added manually via the userinterface, or you can import them via an importfile following these steps: 7.02 Import buildings. If you are an Organimmo customer, please follow the following steps: 7.08 Setting up Organimmo integration.

4. Import your companies:
You can easily import you companies starting from a csv file. We explain how in this article: 7.05 Import companies. If you are an Organimmo customer, please follow the following steps: 7.08 Setting up Organimmo integration.

5. Import your insurance policies

You can easily import your insurance policies starting from a csv file. We explain how in this article: 7.07 Import insurance policies

6. Define Case Classifications & statusses (Only if using ticketing, not needed for claims management)
See article: 1.11 Manage case classification & statusses

7. Define Task Types
See article: 1.08 Manage task types

8. Create manual and/or automatic emailing templates

See article: 1.07 Automatic & manual message templates

9. Connect to your mailbox / calendar
Connect your mailbox to the application, as it will improve your efficiency for casemanagement. Read this article: 8.06 Manage mailbox and agenda