Classic View- Training Videos

My Account

• How to activate your account on (Desktop)
• How to accept an invitation & complete a digital form (Desktop)
• How do I delete my account?
• How to reset or change your password

Docs

• How to complete a Digital Form
• How do I upload a document? (Desktop)
• How to view and download documents (Desktop)
• How do I sign a document? (Desktop)

Team

• How do I switch between my portal and other workspaces?
• How do I setup my entities in the Portal?

Goals

• How do I create and manage To-dos on Desktop?
• How to create a Tracked goal

Protection

• How to add an insurance policy and cover to your portal
• How to edit your insurance policy and/or cover
• How do I upload my Will?

Cashflow

• How do tax tags work?
• How to create rules in Cashflow
• How to manage duplicate transactions when transitioning to Open Banking
• Filtering for Budgets in Cashflow
• How do I bulk add transactions to Cashflow using a CSV file?
• How do I export transactions as CSVs?

See all 9 articles

Wealth

• How do I delete a Wealth item?
• How to hide / unhide a wealth item
• How do I add a wealth item?
• How do I edit a wealth item?
• How do I adjust ownership of wealth items?
• How do I add a bank account?

See all 8 articles

Dashboard

• How to browse services from your adviser?
• How to set your priorities?

Rooms

• How do I work inside the Room Feature?

General Reports

• How to use Category view and Filters
• How to create reports in your portal

eSignatures

• How do I sign a document?
• Where can I find my signed documents?
• How do eSignatures work?