Training videos

Xplan

• How do I create a client in my portal from Xplan (Dec 2022)?
• How do I review the integration progress with Xplan and review import data into the partner portal (Dec 2022)?
• How do I connect a client to their Xplan file within the partner portal (Dec 2022)?
• How do I Connect/Reconnect to Xplan (Dec 2022)?
• How do I trigger an import of data from Xplan to my portal (Dec 2022)?
• How do I export data to Xplan (Dec 2022) ?

Getting Started

• How to get training on the Portal

Admin Settings

• How do I Reset my password?
• How do I change my password?

Clients

• How to export your Client list to CSV
• How do I add a To-do in the Partner Portal?
• How do I add a client group?
• 5 top tips for managing clients
• How do I ungroup clients?
• How to invite one or multiple clients to the portal

See all 15 articles

Configure

• How do I set up my services in the Partner Portal?
• How do I configure my client surveys?
• How do I set up Report Covers ?
• How do I direct property statements straight to the portal?
• How do I set up a Debt Review?
• How to use Cashflow to meet your Best Interest Duty obligations

Dashboard

• Overview of the Partner Portal Dashboard
• What reports are available to clients in the portal?
• How do I export transactions from Cashflow to a CSV?

Digital Forms

• How do I bulk send a digital form to various client?
• How do I confirm that a client has received my document?
• How do I send a digital form to a client?

Documents

• How do I use the Upload documents feature?
• How to delete a document sent for signing
• Allowing signers to share the same email address

Integrations

• Partner Portal and FuseSign Integration

Lead Generation

• How do I identify new opportunities?

Resources

• Introduce your clients to the portal using Marketing Hub
• How do I get my staff trained?

Rooms

• How to Create a Room for a Client
• How do I work inside the Room feature?