Video tutorials

Watch the lessons in order or choose the topic you need. Use the thumbnails or Previous and Next controls to switch tutorials, then select Play. Switching lessons stops the previous video. You can also open any lesson on YouTube.

1. Your first record, start to finish

Watch tutorial 1. Follow the first-record workflow, then use Add a record for the individual fields and Record details for ongoing changes.

2. Set up your workspace

Watch tutorial 2. Keep Account settings and Team and roles beside you as written references.

3. Who gets the reminders

Watch tutorial 3. Read How reminders work, External contacts and Bulk reminder management for recipient selection, confirmation and changes across records.

4. Notice periods and auto-renewals

Watch tutorial 4. The written guides explain notice deadlines and renewal rules and history. Payment frequency, renewal terms and Board review progress are separate concepts.

5. Collecting documents

Watch tutorial 5. Follow Request and review documents for upload links and review, and Document checks for comparing expected paperwork with your records.

Find help from the dashboard

The bottom of the dashboard sidebar has two links: Documentation opens the written guides, and Video Tutorials opens the getting started page. On a phone, open the dashboard menu to find the same links.