Do you have training materials for my new hire?

Here are some materials to get you started:

1) Product Tour

Please review the videos on our product tour page - this will show a quick overview of the platform's main functionality:

https://decisionvault.com/product-tour


2) On-Demand Demo

Please select the main tools you are using in the practice - and then you'll get to a page that shows several videos:

  • An introduction to DecisionVault
    • The Background on why we built the tool and how it's different from other ways of doing Intake
  • Product Demonstration
    • A live demo of the platform
  • ... specific clips to show off integrations based on the selected tools ..

You can access the demo here:

https://decisionvault.com/demo


3) Getting Started Materials

We have the 'Getting Started Materials' section that can be used as training material for the new hires in your firm. There is a link to that in the email that new firm staff users receive with their invite to create an account.


This is the link: https://app.decisionvault.com/getting-started(need to be logged in to access it)


4) Knowledge base

The new hire can also read/watch the materials in this knowledge base - especially the "Setup Guide" category of articles.

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