Introduction
Welcome to the Fenergo SaaS Platform's Functional Documentation. Here you will find documentation that covers all the functional and configuration aspects of our platform. If you want to learn about out features, how to Interact, Understand and Configure them, you have landed in the right place.
Getting Started
Within this section called The Fenergo SaaS Platform we have included documents that cover some of the most commonly requested material by clients and partners. If you are evaluating our platform and want to lean about the capabilities of our market leading SaaS platform the the following key topics are likely to be of interest.
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What is the Fenergo Platform - A high level overview of the Fenergo SaaS Platform and how it can help your business transform its approach to managing clients. Click here to learn more about our platform
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Glossary and Conventions - To deliver our platform, we use terms and descriptions across that functionality to convey what that functionality is and specifically what it relates to. For people who are new to our platform this can sound like our own language. So if you want to familiarize yourself what we mean by Policy, Journey, Legal Entity this guide will get you started. Click here to view the glossary of terms and conventions.
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Fenergo SaaS Cheat Sheet - Need a QuickStart overview to get up to speed on what our platform is, and what it does? We have you covered. Here we have a turbo tour of our key functional areas to act as a great starting point in understanding our SaaS Platform. Click here to view the cheat sheet
How to use this Documentation
Within the menu on the left hand side you will see more sub-menus to other user guides and configuration guides. We have arranged the documentation to be as simple to follow as possible and grouped key subject areas together. The main divide is between User Guides and Configuration Guides.
Difference between User Guides and Configuration Guides
The Fenergo SaaS Platform has been designed against the key principal of Configuration First. Out of the box, clients can reflect their own data models, processes etc. easily. However Once the configuration is complete, then the end users actually work with the platform. User guides will detail how to work with the functional features where as the Configuration Guides illustrate how the underlying configuration can be implemented.
Tips / Notes / Info / Warnings
Throughout the documentation your attention will be called to key items / areas of interest which we highlight in the following way:
Tips will be highlighted in Green as suggestions of what you should do when working with something on the platform
Notes will be highlighted in Grey calling attention to something of note.
Info will be highlighted in Blue calling attention to information that may be important to highlight
Warnings will be highlighted in Yellow as items to be aware of and cater for when working with a particular feature.