Request Demo

FAQ's

Don't see the answer to your question? Contact Us

What is the "Wizard" and how does it work?

Each document type (POP, FSA, WRAP, HRA, Transportation) requires you to go through a unique wizard process. This wizard process consists of multiple pages each with a series of questions. Every single question answered, directly affects the document and its contents. Throughout the wizard are Tool Tips. Tool Tips are placed next to questions or keywords. Placing your cursor over the Tool Tip will pop a window with an explanation or definition related to the question or key word it is attached to. Short instructional videos are also present in the top right corner of each Wizard page.

Find another question