Get Started 4 Step One: Adding Your First ClientStep Two: Choosing and Initiating a ReportStep Three: Completing the InterviewEditing the Client Interview The Client Interview 2 Editing HoursCompleting the Interview Report Functions 7 All Report FunctionsRemove Draft Stamp – Lock a ReportView/Print a Completed ReportDelete a ReportActivity LogWorking Title & NotesAdvisor Worksheet Administration 8 Registering & SubscribingAdding Additional UsersManage Email and PasswordUpload your LogoReferral NetworkManaging User PermissionsDe-Activating & Re-Activating UsersTransferring Clients Software Demo 1 Comprehensive Software Demo & Case Study [Video] Just for Fun 1 What we do and How we do it [Video] Tools 1 Warp Speed Wages Contact Support 1 Support
