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Support & Knowledge Base

Get help and stay up to date with Credlab

How to What's New Help

Getting Started

  • Find and open a credit file
  • Get help: support tickets and What's new
  • Share your application link and receive applications

Working a Credit File

  • How trade references work
  • Order a business credit report
  • Read your Credlab report
  • Record the decision and assign your team
  • Request documents and manage a file's attachments
  • Schedule recurring report reviews
  • Send the application for e-signature
  • Send the credit outcome email

Credit Application Layout / Setup

  • Add conditional rules to your form
  • Build your application form with the form builder
  • Change your application's title, subtitle and address
  • Configure bank verification on your form
  • Create export profiles
  • Set up credit outcome email templates
  • Set up references, locations and contacts on your form
  • Set up your terms, signatures and personal guarantee
  • Set your application link and submission options
  • Upload your company logo

Credit Application Dashboard

  • Add custom fields to Private notes and options
  • Manage staff types

User and Account Management

  • Add staff and assign them to credit files
  • Invite a user and set their permissions
  • Manage your accounts
  • Your profile and security

Account & Billing

  • See your account statistics and invoices

API Access

  • API Access: Getting Started & Authentication
  • API Access: Reading Credit Applications
  • API Access: Testing Your Integration
  • API Access: Webhooks & Signature Verification
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