Course curriculum

    1. Adding Global Documents

    2. Managing Global Documents

    3. Connecting DocuSign (Optional)

    4. Key Takeaways

    5. Manage Documents Knowledge Check

    1. Automated "Global" Financial Requests

    2. Configuring Financials for Questionnaires

    3. Managing Client-Level Financial Requests

    4. Key Takeaways

    5. Manage Financials Knowledge Check

About this course

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