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EcoHub Processes

FAQ

EcoHub Processes

Contains useful information, frequently asked questions, user guides, and instructional videos about EcoHub processes.

How can I register a private client or an organization/business client in EcoHub Processes?

How can I create a new process or submit a request to the insurer?

How to submit business feedback on a received file?

FAQ

Where can I find my commission files?

Why can't I see any processes/files in the "Processes" application?

Why does "Processes" not appear on my screen?

Where can I convert the XML files?

Do I still need my broker software?

What do I have to do to ensure that commission statements are only visible to certain users?

What can I see or do under "Files"?

Where can I find the "Processes" application and how can I log in?

What is the difference between "Processes" and "Files"?

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General information on usage

What is the Processes application on EcoHub and what can I use it for?

How can I use EcoHub Processes?

Is the use of the Processes application free of charge?

What requirements do I need to meet in order to use the application?

Which insurers are connected to the Processes application?

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Support and assistance

Who can I contact if I have questions or technical problems?

Is there a guide or user manual for the Processes application?

How will I be informed about new features or updates?

Permissions & User Management

How can I add new users to the Processes application?

Which authorization groups exist and what do they include?

How can I revoke a user’s access?

What happens when an employee leaves the company?

How can I restrict access to commission statements to specific users?

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Documents e processes

What types of documents can I receive via Processes (e.g. invoices, commissions, reminders)?

How can I download in the “Processes” application a file received via the standardised document and data exchange (DXP)?

Can I download or export multiple documents at the same time?

How does the conversion of XML files into PDFs work?

How can I search for or filter specific documents or processes?

What is the difference between Inbox and Outbox in Files?

Difference between “My Processes” and “All Processes” in the Processes application

Why are no processes or documents displayed in the Processes application?

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Features / Updates

How will I be informed about new features or updates?

What are the benefits of an integration with DXP/SAF-compatible brokerage software?