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.

Frequently Asked Questions

Where does my new hire find the Getting Started materials?

A link is included in the invitation email every new firm staff user receives, and the section is available at app.decisionvault.com under Getting Started once they are logged in.

Which knowledge base articles should a new hire start with?

The Setup Guide category is the best starting point, followed by the Integrations and Q&A categories as needed.