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.