Course curriculum

    1. Adding Global Documents

    2. Managing Global Documents

    3. Integrations for E-Signature (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