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
Practice Admin & Operations
Agreements
Managing Reviews and Ongoing Fee Arrangements
Importing Revenue
Importing/Updating Client Data on bulk
Audit Trail
Adding an SMA or Custom Product
AI Assistance
eSignature (Annature)
Creating Letters/Templates
Syncing emails to DASH
Outlook Integration
Reporting on your client database (export)
Creating Letters/Templates
Coding a basic letter
Create Custom Fields
How to create email templates