Training videos

Getting Started

• How to get training on the Portal

Admin Settings

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

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 Super Review?
• How do I set up a Debt Review?

See all 7 articles

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?

Clients

• 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
• How do I merge clients?
• How do I assign staff to client files?

See all 15 articles

Digital Forms

• How do I confirm that a client has received my document?
• How do I send a digital form to a client?
• How do I create a digital form for a client (Open a new form)?

Documents

• How do I use the Upload documents feature?
• How to delete a document sent for signing
• E-signatures 101
• How do I get the eSignature certificate?
• Can a couple sharing an email address sign documents electronically?

Lead Generation

• How do I identify new opportunities?

Resources

• Introduce your clients to the wealth 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?