New User

This Training Journey covers:

1. Creating Contacts in DASH

   • This guide also covers navigating the client menu and data entry

2. Creating File Notes

3. Using the Client Engagement App

   • If you'd like your clients to complete fact find or risk profile questionnaires before the initial meeting or before reviews.

After this training journey we recommend moving onto the next tutorial:

1. Producing Advice Production in DASH

Once complete, we recommend:

1. Learning more about the different apps, such as Archer modelling

2. Setting up Agreements to manage reviews and fee consents

3. Setting up Workflows to manage day to day activities