Courses
-
-
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.