Records allow you to gather and organize your important information and attach uploaded, supporting documents.

Step 1

First, choose which client you’d like to create a record for and which tile (category) the record would be placed in.

Step 2

Next, click the “Create a Record” button. Enter in the record type, or choose from the dropdown menu, and the name of the record is created automatically although you can edit it if you want.


Those are the only two required elements to create a record but the more additional information you give, the more useful and integrated the platform becomes.

Step 3

Lastly, scroll down and click “Save” and you’ll see on the dashboard that the record you created is added to the number of records in that tile.

Click here to watch a video on creating records.

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