This article applies to: All Firm Users
To ensure that your clients understand why you're asking them to use AuditDashboard, you may want to guide them through their initial login. A quick 10-minute walkthrough can demonstrate why AuditDashboard is better than email or other portals, and how easy it is to use.
Key Steps to Cover:
- Registration & Login: Show them how to register and log in for the first time.
- Bookmarking: Guide them on bookmarking the site for easy future access.
- Request Navigation: Walk them through how to navigate and manage their requests.
- Uploading Documents: Assist them in uploading their first document to familiarize them with the process.
The AuditDashboard Help Center is a useful resource for both Firm and Client Users. We encourage clients to review the articles available there.
If you require assistance with the onboarding process or have any questions regarding this article, please email support@auditdashboard.com.