Setup Guide
- Set Up Your Questionnaire
- How to customize the financial intake?
- How to set up a meeting template (design sheet)
- How To Set Up Additional Questionnaires
- How to invite a client to a matter?
- How to hide parts of the questionnaire?
- How does the Client Decisions Summary work?
- How to set up the notification settings
- How to let the client upload statements to the financial inventory?
- How to add additional users to your firm?
- How to set up two factor authentication
- Can I edit the relationships types that are in use in the app?
- How can I add a section to a questionnaire?
- How to upload your logo
- Is there a demo I can watch?