This step-by-step tutorial walks you through everything you need to know—from creating contacts to managing notes, documents, and securities, all in one place.
This video tutorial highlights the steps to create your first data room tab, upload files and much more. You will also learn about other useful features such as sharing your data room with others.
This video tutorial provides a walkthrough to create your first onboarding form. You will be familiarized with the different types of question types available including short answer, multiple choice and others. You also also find steps to request documents from your clients.
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