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.