🕑 Latest Lessons

• TAPI and Acquaint integration
  April 14, 2023 (465 views)
• Consolidated Payment run
  February 16, 2023 (404 views)
• 
  January 17, 2023 (349 views)
• Automated bulk payments with a bank.
  January 6, 2023 (369 views)
• Custom contact type
  December 9, 2022 (518 views)
• Currency settings €
  November 28, 2022 (428 views)

See all 193 lessons

🎓 4 Webinars 3

• Webinar- New Homes 1,482 views
• Webinar- Financial Transactions 1,445 views
• Bank Reconciliation – Webinar 930 views

🎓 Admin 30

• Adding a Contact 2,752 views
• Producing a Brochure 2,513 views
• Communicating with clients in bulk 2,281 views
• Linking Contacts 2,200 views
• Acquaint Anywhere – Overview 2,061 views
• Adding a Tenancy 2,049 views
• Adding a Note 2,031 views
• Requirements 1,980 views
• Key List 1,970 views
• Generating a letter 1,956 views

See all 30 Admin lessons

🎓 Configuration 19

• Adding an Email Template 2,259 views
• Importing contacts/properties 2,245 views
• Contact Types 2,236 views
• Property Areas 2,096 views
• Changing currency 1,910 views
• Syncing Diary to Gmail/Outlook 1,854 views
• Users Settings 1,847 views
• Turn on VPN 1,721 views
• Changing initials to full name 1,653 views
• Edit Document Properties 1,577 views

See all 19 Configuration lessons

🎓 Document 2

• Letterhead Settings 474 views
• Certificate settings 409 views

🎓 E-Signatures 6

• E – Signatures 2,322 views
• Adding Signable Tags 2,238 views
• Sending Docs to get E- Signed 2,133 views
• E-signatures 1,642 views
• Tracking E- Signable Docs 1,614 views
• Signable and Merge fields 555 views

🎓 Emails 3

• Email Authentication 763 views
• Process email folder 490 views
• Upload Email Signature Images 424 views

🎓 Financial 41

• Deleting Transactions 2,337 views
• Close and Bill Work Order/Undo Bill Work Order 2,290 views
• Bank Reconciliation 2,266 views
• Accepting Rents 2,238 views
• Transfer Fees 1,906 views
• Paying Contractors 1,891 views
• Paying Landlords 1,878 views
• Refunding deposits 1,871 views
• Emailing Yearly Statements 1,839 views
• Adding a Booking Deposit 1,835 views

See all 41 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 1,660 views

🎓 Integrations 2

• Smart Key 2,392 views
• E – Signatures 2,322 views

🎓 Lettings 21

• Adding a Contact 2,752 views
• Adding a Property 2,538 views
• Linking Contacts 2,200 views
• Sending Docs to get E- Signed 2,133 views
• Adding a Tenancy 2,049 views
• Requirements 1,980 views
• Key List 1,970 views
• Generating a Lease 1,850 views
• Adding a tenancy 1,848 views
• Adding an Appointment 1,782 views

See all 21 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 2,752 views
• Adding a Property 2,538 views
• Sending Docs to get E- Signed 2,133 views
• Adding an Appointment 1,782 views
• Generating a Letter of Engagement 1,715 views
• Adding a BER 1,695 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 1,682 views
• Match and Market 1,039 views

🎓 New Homes 2

• New Homes Progression Report 1,527 views
• Webinar- New Homes 1,482 views

🎓 Property Management 21

• Communicating with clients in bulk 2,281 views
• Accepting Rents 2,238 views
• Work Order List – Overview 2,234 views
• Linking Contacts 2,200 views
• Key List 1,970 views
• Paying Landlords 1,878 views
• Emailing Yearly Statements 1,839 views
• Adding/Removing Tenants from a Tenancy 1,692 views
• Inspections 1,671 views
• Emailing + texting landlords/tenants in bulk 1,616 views

See all 21 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 2,290 views
• Uploading Listing Online 1,734 views
• Adding a BER 1,695 views
• Editing a letter template 1,583 views
• Add new letter head 1,554 views
• Viewing status of signable document 1,489 views
• Informing all bidders of offer 1,483 views
• Turn off property feedback 1,459 views
• Where to change defaults 1,456 views
• Edit an Email Template 1,449 views

See all 28 Quick Tips lessons

🎓 Reports 5

• New Homes (Development List) 2,476 views
• Development list 1,648 views
• Custom Reports + Adding Logo to Reports 1,383 views
• Key Performance Indicator – Report 1,300 views
• Reporting (Contractor Payments) 831 views

🎓 Sales 33

• Adding a Contact 2,752 views
• Adding a Property 2,538 views
• Producing a Brochure 2,513 views
• New Homes (Development List) 2,476 views
• Property Offers – Screen 2,237 views
• Linking Contacts 2,200 views
• Sending Docs to get E- Signed 2,133 views
• Acquaint Anywhere – Overview 2,061 views
• Logging Offers 2,044 views
• Requirements 1,980 views

See all 33 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 2,752 views
• Adding a Property 2,538 views
• Producing a Brochure 2,513 views
• Sending Docs to get E- Signed 2,133 views
• Logging Offers 2,044 views
• Adding a Booking Deposit 1,835 views
• Adding an Appointment 1,782 views
• Generating a Letter of Engagement 1,715 views
• Adding a BER 1,695 views
• Adding an applicant 1,496 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Feedback Requests 1,845 views
• Property Progression Screen- Overview 1,843 views
• Invoicing for Outlay 1,612 views
• Turn off property feedback 1,459 views
• Adding proof of ID 1,447 views
• Adding a Solicitor 1,421 views
• Generate a closing statement & invoice (Sales) 1,161 views

🎓 Step by Step Processes 9

• Acquaint – Letting Process 3,543 views
• Acquaint – ESignature Process 3,183 views
• Acquaint – Sales Process 2,897 views
• Acquaint – Processing Rents 2,742 views
• Acquaint – Daily Financial Process 2,367 views
• Acquaint – Property Matching Process 2,330 views
• Acquaint – Maintenance Process 2,259 views
• Acquaint – Rebranding Process 2,094 views
• Steps – Going live with Client Account 1,193 views

🎓 Technical 4

• Email Authentication 763 views
• Installing Acquaint 759 views
• Process email folder 490 views
• Correctly mapped drive 479 views
• Upload Email Signature Images 424 views
• Feed transparency 372 views

🎓 The Basics 24

• Adding a Contact 2,752 views
• Adding a Property 2,538 views
• Producing a Brochure 2,513 views
• Work Order List – Overview 2,234 views
• Acquaint Anywhere – Overview 2,061 views
• Adding a Tenancy 2,049 views
• Requirements 1,980 views
• Key List 1,970 views
• Generating a letter 1,956 views
• Outlook Emails 1,917 views

See all 24 The Basics lessons