Courses

  • DealCloud Mobile App

    An introduction to the DealCloud Mobile Application

  • Notifications Management

    Learn how to manage your firm's Notifications (creating new notifications, edit existing, customize email templates, designate recipients, etc.)

  • DealCloud Add-Ins

    How to download the Microsoft Office COM Add-Ins, along with details on how to download the Outlook Web Add-In and Chrome Extension for Gmail.

  • Managing Dashboard Configuration

    Learn how to manage your firm's Web Portal dashboard reports (add new, edit existing, add widgets, etc.) Applicable to Platform Managers.

  • DataCortex: How to Link a Company Entry

    Learn how to link a Company entry to a third-party data provider using DataCortex. This course is relevant for clients with an active subscription to DataCortex.

  • DataCortex: How to Adjust the Display Order of Mapped Fields

    Learn how to adjust the Display Order of mapped fields. Relevant for clients with an active subscription to DataCortex and users with access to manage Display Preferences.