Implementation Readiness Pack

Implementation Readiness Pack

🧭 Readiness Pack


Welcome! 
While we prepare for your first implementation meeting, here are a few steps you can take to get a head start. 

🔹 Step 1: Prepare Your Data

📁 What to do:

  • Identify key data sources
  • Review our data import templates
  • Clean and format your data for import
See the article here 



🔹 Step 2: Set Up Your Account Basics

✅ What to do:

  • Update your company information - 🎥 Watch
  • Add your locations and service areas -🎥 Watch
  • Add your first team members
  • Add your customers and agents/carriers


    • Related Articles

    • ISO 27001:2013 ISMS Overview

      So you have heard about our ISO27001 certification, but you are not really sure what it means? The 30 second overview: Certification requires us to have a robust and wide ranging Information Security Management System (ISMS) in place to: ...

    • Account Setup

      Get ready for your onboarding/implementation project 1. Standing Data Get your key data ready. The import files attached below are a guide to the type of fields available for import. You do not need to use these templates, although the data you're ...

    • Cloud Print Utility Installation

      Transvirtual is a cloud-based service and your desktop security permissions mean our servers are unable to print documents directly to your local printers. We have developed a Windows based utility that will run silently in the background on your ...

    • Standard Consignment Process

      This article will detail the standard process used from the point of consignment creation, up until consignment completion. If you are new to Transvirtual this article may help provide you with a better understanding of the best way to run your ...

    • Transvirtual Standard XML Import V1.0

      XML Import Sending XML consignment data to TransVirtual using the following format is the most efficient and cost effective option. <Consignments> <Consignment> <ConsignmentNumber>ABDEM90241Aasdasdas</ConsignmentNumber> ...