intelliflo - On Demand Webinars: Essential Navigation Skills

Training on-demand

Essential navigation skills

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office

Free up time

to focus on
your business

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Logging in

We explore best practice tips relating to logging in, focusing on how to activate your account and check the health status of intelliflo office. We also look at the benefits of two-factor authentication as an extra layer of security and how to update My Setup for key notifications.

Pre-requisite knowledge/webinar: None

Recommended for: All users

Getting started with navigation

To start your navigation journey we identify key terminology and core navigation menus to guide you every step of the way. We also explore user and client dashboards along with top navigation hints and tips, and finally, show how to search for leads and clients easily.

Pre-requisite knowledge/webinar: None

Recommended for: All users

Using the intelliflo store

The intelliflo store is a marketplace where users can discover, purchase, install and share apps to customise their intelliflo office experience and extend its capabilities. We provide hints and tips on how to navigate the intelliflo store, install apps and use integrations.

Pre-requisite knowledge/webinar: None

Recommended for: All users

Using the RMAR report effectively

25 November, 10am

This interactive webinar will focus on how to generate and filter the RMAR report; how to use the RMAR detail report to investigate your data and cover key troubleshooting tips when evaluating discrepancies in your data.

Recommended for: income managers.

Tackling clawbacks & adjustments

29 November, 10am

This session will highlight our recommended practices in the following circumstances: those occasions where this a need for the provider to take back payments and making an income adjustment after locking down month end.

Recommended for: income managers.

Getting started - Document Designer

30 November, 10am

During this interactive webinar you will learn about the power of using document designer to build document templates; different types of templates you can create within your organisation and how to install the document designer plugin to get you started.

Recommended for: document designer users.

Document Designer: Creating signatures

23 June, 2pm

You can create signatures using snippets in Document Designer, meaning users can select whose signature will appear on a letter. This webinar will provide instructions and guidance so you can create your own.

Recommended for: individuals who build templates using Document Designer.

Best practice: Recording a top up and Bed & ISA

28 June, 10am

In this webinar we will look at best practice for recording a top-up and 'Bed & ISA'. This will ensure recommendations pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

Document Designer: Creating invoices

28 June, 2pm

Creating invoice templates within Document Designer will save you time and effort by pulling through the data you need automatically from the client record in intelliflo office.

Recommended for: individuals who build templates using Document Designer.

Creating UDMI reports

29 June, 10am

There are many standard MI reports you can generate within intelliflo office but on occasion you may have a need to create a bespoke report to retrieve specific data. This webinar will show you how to build reports and add to your library.

Recommended for: system administrators.

Best practice: Income drawdown

30 June, 10am

This webinar will focus on best practice when recording income drawdown. This will ensure recommendations are recorded and pull through to templates and reports.

Recommended for: users with a basic understanding of the advice journey.

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