intelliflo - On Demand Webinars: System administration

Training on-demand

System administration

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office

Free up time

to focus on
your business

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Setting up & managing users

We will guide you in the process for setting up and managing users, and demonstrate the additional steps required when creating advisers within intelliflo office.

Pre-requisite knowledge/webinar: None

Recommended for: System administrators

Configuring security

We will show you how you can use security settings in the system to control access and streamline what users can see and do.

Pre-requisite knowledge/webinar: None

Recommended for: System administrators

Restricted processing & client deletion

If a client asks you to stop using their data, you will need to remove them from day-to-day searches. We will show you how to delete or merge client records to clean your data without losing anything important.

Pre-requisite knowledge/webinar: Adding & navigating client records

Recommended for: System administrators

Setting up & using time recording

There are a few options when approaching time recording, we will show you how to use each function and how to configure them.

Pre-requisite knowledge/webinar: Adding & navigating client records

Recommended for: All users & system administrators

Creating a fact find

Coming soon...

Creating invoices

Coming soon...

Personalising suitability reports

Coming soon...

Understanding variables

Coming soon...

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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