Administration

Getting Started

• Understanding Tiles

Install & Register

• Register your Add-On

Microsoft Outlook Client

• Installing the Outlook Client
• Configuring the Outlook Client
• Set Regarding Process

Getting Started

• Understanding Checklists
• Add Checklists to Entity Forms

Tile Sets

• Add Tile Sets to Dashboards
• Creating Tile Sets

Account

• Reset My Password
• Self-Service Password Recovery
• Sign In & Expired Passwords
• Sign In & Password Codes

First Steps

• Recently Viewed Items
• Set Personal Options
• New User - Day 1 Checklist
• Set A Default Dashboard

Release Notes

• MiiiA 8.1 Update

Checklists

• Using Checklists

Tiles

• Creating Tiles

Fundamentals

• Advanced Find (Basic)
• Advanced Find (Intermediate)
• Export To Excel

Browsers (IE, Chrome, Firefox, Safari)

• Supported Browsers & Compatibility
• Clearing Cache (Chrome)
• Clearing Cache (Firefox)
• Clearing Cache (Internet Explorer)

Checklist Templates

• Using Checklist Templates

Outlook Client "Set Regarding"

• Set Regarding Greyed Out / Missing
• Reset the Configuration Wizard
• Troubleshooting for Set Regarding
• Setting Up Shared Calendars

Activities

• Generate Bulk Activities

Workflow Automation

• Checklists via Workflow (PRO)

Compliance

• Disclosure & Opt-In Dates
• Generate Fee Disclosure
• Fee Disclosure Exclusions
• Managing Fee Disclosure
• Generate Opt-In Renewals
• Managing Opt-In Renewals

Contacts

• Merge Policy Numbers
• Connections
• Contact Segmentation
• Merge Duplicate Contacts

Dashboards

• ◐ ADVISER DASHBOARD
• ◭ PRACTICE COMPLIANCE

Marketing

• Create A Marketing List
• Managing List Members
• Create An Email Template
• Email Blast via Quick Campaigns

Configuration

• File Note Templates
• Using Word Templates
• Personal Word Templates