Course curriculum

    1. Lesson 1: Adding Global Documents

    2. Lesson 2: Managing Global Documents

    3. Lesson 3: Connecting DocuSign (Optional)

    4. Lesson 4: Knowledge Check

    1. Lesson 1: Setting Automated Financials Requests (Global)

    2. Lesson 2: Configuring Financials for Questionnaires (Applications)

    3. Lesson 3: Managing Client-Level Financial Requests

    4. Lesson 4: Knowledge Check

About this course

  • 17 minutes of video content
  • 2 knowledge check quizzes
  • 1 (optional) downloadable lesson