An intro video that explains how to to upload Documents
planned
S
Sarah
an ability to have a blurb and intro video when clients first login to Doc Centre to use it. The one in Brokerpad I thought was great, as you could use a standard version, or load your own. But most importantly was the conveying of the old adage in finance. The outcome is only as good as the input. Junk in = junk out.
S
Sarah
planned
S
Sarah
Merged in a post:
Create 'how-to' instructions accessible to clients using DocCentre Client view
S
Sarah
Need to create a Wiki that explains how a Client can use the DocCentre client view