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Wealth International
How to send an email to processing to update orphan client's email address and phone number
This video will show you how to send an email to processing to update orphan client's email address and phone number.
Feb-19-2019
How to encrypt a pdf file
In this video we will show you how to encrypt a pdf file.
Feb-19-2019
How to add a 1035 note in WEW via inbasket (English)
This video demonstrates how to leave a 1035 note in WEW via inbasket (English)
Jan-22-2019
How to send a Source of Wealth FATCA (proactive item) to QA to be reviewed
This quick video shows you how to route a Source of Wealth FATCA to the QA team to be reviewed (QC queue)
Dec-19-2018
How to terminate several Source of Wealth FATCA (in bulk)
This short video will demonstrate how you can terminate more than one item in WEW via supervisor tab.
Dec-12-2018
How to terminate a Source of Wealth FATCA item
This short video shows how to terminate a Source of Wealth FATCA item in WEW via the supervisor tab
Dec-12-2018
How to logon to Avaya One Agent X
This quick video will show you how to logon to Avaya from home in order to make and receive phone calls
Dec-06-2018
Name Structure of files in Sharepoint - Keeping it simple
This video will show you the naming structure of Sharepoint files to keep it simple.
Nov-26-2018
How to find a Sharepoint folder - Workaround
This video will show you a workaround to find Sharepoint folders
Nov-26-2018
How to note a call in Workbench after a call
This short video will show you how to note a call in Workbench.
Nov-06-2018
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