New Client Views
Getting Started
Dashboard
Tasks
Docs
- How do I know who uploaded the document in the Docs section?
- How do I upload a document?
- How do I view documents stored in my portal?
- How do eSignatures work?
- How do I sign a document?
- How do I move documents from and to different folders?
Rooms
- How do I work inside the Rooms feature?
- How do I know if a Room has had activity?
- How do I download a document from Rooms?
- How do I add or remove Members in Rooms?
- How do I upload a new or existing document in Rooms?
- How do I export a Room's data?
Net worth
- How to export Assets & Liabilities as CSV
- How do I add Wealth items?
- How do I edit Wealth items?
- How do I delete a Wealth item?
- How do I hide/unhide a Wealth item?
- How do I set or adjust ownership of Wealth items?
Open Banking
- Open Banking FAQ
- How do I add a bank account via Open Banking?
- How do I renew my Open Banking consent?
- How do I view my Open Banking consent information?
- How do I delete (withdraw consent) my Open Banking linked account?
- How do I link/unlink an account to/from an existing Open Banking consent?
Cashflow
- How to export a CSV of transactions with documents
- Missing Transactions in the Cashflow
- How do I review and hide duplicate transactions?
- What does 'review transactions' do?
- How do views and filters work in the Cashflow area?
- Why am I missing transactions in my Cashflow?
Goals
Insurance & Wills
- How do I attach a document to an Insurance item?
- How do I add an insurance policy and its cover details to my portal?
- How do I edit my insurance policy or cover ?
- How do I add a Task to an Insurance policy?
- What insurance types are available under each policy type?
- How do I create an Insurance Overview report?
Reports
Services
Team
- What are Team members?
- How do I add, edit or remove a team member?
- Viewing & Modifying Your Primary Professional in your portal
- Why create a workspace for an entity?
- How do I request a workspace for an entity?
- How do I add a connection, professional or authorised user to an entity?
Admin & User Settings
- How do I setup and use the login with my Microsoft Account?
- Using a different method of Multi-factor Authentication to log in
- How do I reset my password?
- How do I change the email address I use to log in?
- How to activate your account on Desktop
- How do I update my email notification settings?