Instructions

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Dec 1, 2020
1 min

Becoming a member so you can access the help forum

Nov 30, 2020
2 min

Automate your client intake

Nov 29, 2020
1 min

A brief tour around Dashboard (the spreadsheet)

Nov 3, 2020
1 min

Dashboard - first visit

Nov 3, 2020
1 min

Pre-FDR Property Session - Confirm or update personal details

Oct 22, 2020
1 min

New feature - net proceeds view

Sep 30, 2020
1 min

How to log in and view the dashboard - for the client

Sep 30, 2020
1 min

Giving a party viewer access - for mediators

Sep 30, 2020
1 min

How to sign up - for the client

Sep 29, 2020
2 min

Giving your client viewer access

Sep 29, 2020
2 min

Working with versions of the balance sheet

Sep 23, 2020
2 min

Neutral balance sheet - three views

Sep 22, 2020
2 min

Neutral balance sheet - a quick look

Aug 28, 2020
1 min

Balance Sheet Masterclass for Mediators

Aug 12, 2020
1 min

Setting up your emails for your Legal Bot

Aug 11, 2020
3 min

Superannuation and financial disclosure

Aug 10, 2020
1 min

Attaching a debt to an asset

Aug 3, 2020
2 min

Two Pool Calculations

Jul 31, 2020
1 min

Adding a user

Jul 3, 2020
1 min

New email settings - what has changed?

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