Course curriculum

    1. Lesson 1: How to use this course

    2. Lesson 2: What to Expect

    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

  • Free
  • 10 lessons