Upload your Video Here!.

eClips

Search

How to search for a client record in FSC

This quick video demonstrates how to search for a client's record in FSC

Embed

Embed Player

Inline Embed
Lightbox Embed

<script type='text/javascript' async src='https://play.vidyard.com/embed/v4.js' data-playbackurl='play.vidyard.com'></script><img style='margin: auto; display: block; width: 100%; 'class='vidyard-player-embed' src='https://play.vidyard.com/ppvJSFuqmxTfTfoJ7nKb3D.jpg' data-height='540' data-width='960' data-width='auto' data-controller='hubs' data-action='show' data-uuid='ppvJSFuqmxTfTfoJ7nKb3D' data-type='inline' />

<script type='text/javascript' async src='https://play.vidyard.com/embed/v4.js' data-playbackurl='play.vidyard.com'></script><img style='margin: auto; display: block; width: 100%; 'class='vidyard-player-embed' src='https://play.vidyard.com/ppvJSFuqmxTfTfoJ7nKb3D.jpg' data-height='540' data-width='960' data-width='auto' data-controller='hubs' data-action='show' data-uuid='ppvJSFuqmxTfTfoJ7nKb3D' data-type='lightbox' />

Choose your embed type above, then paste the code on your website.

Related Videos

This eclip shows you how to combine a number of PDF files into one PDF File.

Combine Files in Acrobat

This video demonstrates how to calculate SoW for subsequent payments.

SoW Calculator - Sample for Subsequent Payments

This clip will demonstrate what needs to be done if an email arrives which is in Zip (Compressed) format....

How to open a Zip email and link

This video shows you how to set "Not Available" on Workplace Chat

NotAvailableWorkplace - eClip

In this video, Oriana explains how to upload/add your Digital Signature to a Document

eClip - How to upload your Digital Signature

This quick video demonstrates how to amend a client's association in FSC

How to correct a client's association role in FSC

In this eClip Monica walks through the steps required to change a Proactive Item to a Trigger Event in WEW.

How to change a Proactive Item to a Trigger Event item in WEW

This quick video demonstrate how to find and reply to a referral in FSC

How to find and reply to a referral in FSC Wealth

This video demonstrates how to leave a note on case level in FSC Wealth

How to leave a note in FSC Wealth

This quick video demonstrates how to create a customer due diligence work item in WEW

How to create a customer due diligence work item in WEW

This quick video demonstrates how to use the website Oanda for currency conversion into US$ (currency use...

How to use Oanda website for historic currency conversion

This quick video demonstrates how to associate a client to a case in FSC (a client to a policy )

How to associate a client to a Case in FSC (from Client record)

Discussion

Upload your Video Here!.