Video Tutorials  

Getting Started

• Getting started
• Candidate Search
• Assignment Manager
• Business Development
• Types of Profile
• Task & Meeting Manager
• Outlook Add-in
• Chrome Extension
• Two-Factor Authentication

More in Depth

• Record relationships
• Query Builder
• Client Portal
• Target Companies
• Custom word reports overview
• Custom excel reports
• Customised List Display
• Using Forms
• Privacy Compliance for Users
• Data cleansing

Administration

• Administration: Settings Icons
• Administration: Other Functions
• Permissions
• Designing custom word reports
• Compliance Admin 
• Email DKIM setup
• Administering forms
• Zapier
• Data Import

Other Videos

• Client portal for clients

Screen Guides

Search the FAQ for the following articles:

• Advanced Search
• Billing
• Client Portal
• Relationships & Mind maps
• Single Sign-On (OIDC)
• Quick Search
• Using the Chrome extension
• Vector Database Search