Training videos
Xplan
- Xplan Overview
- How do I preview and edit Xplan data?
- How do I export documents to Xplan?
- How do I add a client from Xplan to the portal?
- How do I import a Client group from Xplan with a shared email?
- How do I review a client's data imported from Xplan?
Admin Settings
Clients
- Client Portal Services Overview
- Different Client types
- Introducing the New Client Views
- How do I change my firm's default client portal views?
- How to change your client's portal view
- How to filter To-dos
Configure
Dashboard
Digital Forms
Documents
- How to send a document for esigning using OneSpan
- How to send a document for esigning using DocuSign
- How to download an evidence summary for a digitally signed document
- How do I send a client a document to read and accept?
- How to use the Uploaded documents feature
- How to delete a document sent for signing