If you click on the ? icon in the left hand corner it will pull up the help panel
Each subsection will display a help video. Clicking on Knowledge Base will direct you to our help center.
A few quick references:
Integrations (Click on your integration and a list of help articles will be available including the overview for that particular integration and how to enable/use it)
How to add a form template from the library to My Templates
How to add new client/prospect accounts
How to engage a client/prospect with a form
How to view a completed/in progress engagement
PreciseFP's Digital Transformation steps
Please also check out our educational webinars hosted throughout the week.
Our YouTube channel for even more educational videos.
Keyword: Training, webinar, learn PreciseFP, help videos