Getting Started
Onboarding to DASH
Setup & Personalisation
Virtual Classroom
New user training
Creating Clients and Fact Find
Producing Advice in DASH
DASH Store - Learning about the Apps
Archer, Client Engagement and more
Workflows & Tasks
Practice Admin & Operations
What's New in DASH
Onboarding to DASH
The Onboarding Program
Set up Essentials Checklist
Account Setup Guides
Setting up DASH Platform Datafeeds
User Management
Basic Setup User Guide
Add Payment Method/View Invoice
Account Setup Guides
Customising your Dashboard
Adding Logo/Practice Information
Set up Categories
Set up Risk Profiles
Add/Manage Apps