New Client Views - Training Videos

Dashboard

• Dashboard Overview

Tasks

• How to create and manage Tasks

Docs

• How to complete a Digital Form
• How to upload documents
• How to view and download documents
• How to create and manage Doc folders

eSignatures

• How to sign a document

Rooms

• How to work inside the Rooms feature
• Invited to a Room - What to expect!

Net worth

• Overview of Net Worth Section
• How to add a Wealth item
• How to edit a Wealth item
• How to hide / unhide a Wealth item
• How to delete a Wealth item
• How to add a bank account

See all 8 articles

Cashflow

• Cashflow Overview
• How to customise your Cashflow settings
• How to use the Cashflow filters
• How to create Cashflow rules
• How to create and edit Budgets
• How to use Tax tags

See all 9 articles

Reports

• How to create Reports

Goals

• How to create and manage Goals

Insurance & Wills

• How to add and manage Insurance
• How to add and manage Wills

Team

• How to add a Team member
• How to edit a Team member
• How to request a workspace for an Entity
• How to add a connection, professional or authorised user to an Entity

My Account

• How to change your email address
• How to reset your password
• How to activate your account